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 HYBRID SOLUTIONS, LLC Service code 27 · EIN 46-5391363 | Advisory (Plan) | $12,637 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,652 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,313 | $69,362-52.0% | $101,248-67.1% | $73,488-54.7% |
| Participation rate | 74.2% | 68.4%+5.8pp | 75.8%-1.6pp | 70.7%+3.5pp |
| Annual return | 36.85% | 18.46%+18.4pp | 46.47%-9.6pp | 28.51%+8.3pp |
| Employer contribution / active EE | $1,316 | $2,628-49.9% | $3,660-64.0% | $2,270-42.0% |
| Participant deferral / active EE | $3,157 | $3,300-4.3% | $4,370-27.8% | $3,740-15.6% |
| Admin fee / account holder | $111 | $704-84.3% | $5,945-98.1% | $513-78.4% |