See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TRIAD ADVISORS INC3 years Filed as: TRIAD HYBRID SOLUTIONS, LLC Service code 27 · EIN 46-5391363 | Advisory (Plan) | $19,041 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,783 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,091 | $77,660-57.4% | $109,143-69.7% | $79,386-58.3% |
| Participation rate | 75.8% | 67.8%+8.0pp | 75.9%0pp | 70.7%+5.1pp |
| Annual return | 15.56% | 23.44%-7.9pp | 25.75%-10.2pp | 116.85%-101.3pp |
| Employer contribution / active EE | $1,440 | $2,797-48.5% | $3,722-61.3% | $2,427-40.7% |
| Participant deferral / active EE | $3,292 | $3,518-6.4% | $4,653-29.3% | $4,046-18.6% |
| Admin fee / account holder | $150 | $732-79.6% | $6,752-97.8% | $626-76.1% |