See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TRIAD ADVISORS INC2+ years Filed as: TRIAD ADVISORS, INC. Service code 22 · EIN 65-0824483 | Insurance Broker | $10,678 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $8,495 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $6,325 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,972 | $160,055-56.9% | $140,016-50.7% | $135,375-49.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.32% | 911.38%-915.7pp | 651.12%-655.4pp | 519.73%-524.1pp |
| Employer contribution / active EE | $4,071 | $6,420-36.6% | $5,606-27.4% | $4,779-14.8% |
| Participant deferral / active EE | $9,826 | $7,642+28.6% | $6,927+41.8% | $5,609+75.2% |
| Admin fee / account holder | $327 | $13,328-97.5% | $10,705-96.9% | $10,827-97.0% |