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 ADVISORS LLC Service code 55 · EIN 65-0173164 | Other Commissions | $21,596 |
Service code 37 · EIN 04-2647786 | Loan Processing | $638 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,138 | $93,571+159.8% | $135,903+78.9% | $75,163+223.5% |
| Participation rate | 96.8% | 75.2%+21.6pp | 81.9%+14.9pp | 67.2%+29.6pp |
| Annual return | 30.71% | 30.90%-0.2pp | 68.23%-37.5pp | 160.62%-129.9pp |
| Employer contribution / active EE | $6,837 | $3,537+93.3% | $4,856+40.8% | $2,670+156.1% |
| Participant deferral / active EE | $13,719 | $6,404+114.2% | $7,758+76.8% | $4,125+232.6% |
| Admin fee / account holder | $5 | $6,975-99.9% | $10,762-100.0% | $5,651-99.9% |