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 10-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 LLC Service code 55 · EIN 65-0173164 | Other Commissions | $47,920 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,113 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,214 | $80,968+84.3% | $96,544+54.6% | $75,163+98.5% |
| Participation rate | 97.6% | 71.8%+25.9pp | 76.0%+21.7pp | 67.2%+30.4pp |
| Annual return | 18.62% | 27.06%-8.4pp | 25.84%-7.2pp | 160.62%-142.0pp |
| Employer contribution / active EE | $2,035 | $2,282-10.8% | $2,965-31.4% | $2,670-23.8% |
| Participant deferral / active EE | $7,642 | $3,928+94.6% | $4,851+57.5% | $4,125+85.3% |
| Admin fee / account holder | $11 | $6,724-99.8% | $8,252-99.9% | $5,651-99.8% |