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 |
|---|---|---|
Service code 55 · EIN 35-2552359 | Other Commissions | $15,433 |
TRIAD ADVISORS INC1 year Filed as: TRIAD ADVISORS LLC Service code 55 · EIN 65-0173164 | Other Commissions | $8,453 |
Service code 37 · EIN 04-2647786 | Loan Processing | $606 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,855 | $82,664+128.5% | $125,339+50.7% | $68,494+175.7% |
| Participation rate | 95.7% | 75.0%+20.6pp | 82.4%+13.3pp | 67.9%+27.8pp |
| Annual return | -31.49% | -5.97%-25.5pp | 572.05%-603.5pp | -7.84%-23.6pp |
| Employer contribution / active EE | $6,682 | $3,381+97.6% | $4,814+38.8% | $2,596+157.4% |
| Participant deferral / active EE | $13,386 | $6,110+119.1% | $7,446+79.8% | $4,027+232.4% |
| Admin fee / account holder | $5 | $6,275-99.9% | $10,010-100.0% | $5,403-99.9% |