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 INC4 years Filed as: TRIAD HYBRID SOLUTIONS, LLC Service code 27 · EIN 46-5391363 | Advisory (Plan) | $19,123 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,999 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,301 | $64,119-57.4% | $112,228-75.7% | $66,914-59.2% |
| Participation rate | 78.4% | 68.5%+9.9pp | 75.1%+3.3pp | 69.8%+8.6pp |
| Annual return | -12.39% | -13.81%+1.4pp | 27.45%-39.8pp | 1.58%-14.0pp |
| Employer contribution / active EE | $1,462 | $3,005-51.3% | $3,635-59.8% | $2,544-42.5% |
| Participant deferral / active EE | $3,059 | $3,693-17.2% | $4,728-35.3% | $4,237-27.8% |
| Admin fee / account holder | $157 | $625-74.9% | $6,410-97.6% | $593-73.5% |