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 INC5 years Filed as: TRIAD HYBRID SOLUTIONS, LLC Service code 27 · EIN 46-5391363 | Advisory (Plan) | $20,484 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,398 |
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 | $34,724 | $76,670-54.7% | $96,683-64.1% | $71,457-51.4% |
| Participation rate | 79.9% | 66.6%+13.3pp | 74.3%+5.5pp | 67.9%+12.0pp |
| Annual return | 19.04% | 48.29%-29.3pp | 35.69%-16.7pp | 28.85%-9.8pp |
| Employer contribution / active EE | $1,481 | $3,031-51.2% | $3,737-60.4% | $2,588-42.8% |
| Participant deferral / active EE | $3,414 | $3,771-9.5% | $4,878-30.0% | $4,289-20.4% |
| Admin fee / account holder | $175 | $2,028-91.4% | $6,730-97.4% | $1,587-89.0% |