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 INC1 year Filed as: TRIAD HYBRID SOLUTIONS LLC Service code 27 · EIN 46-5391363 | Advisory (Plan) | $22,082 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,418 | $84,936-47.7% | $111,297-60.1% | $79,386-44.0% |
| Participation rate | 96.4% | 75.9%+20.6pp | 77.3%+19.1pp | 70.7%+25.7pp |
| Annual return | 16.39% | 17.45%-1.1pp | 54.65%-38.3pp | 116.85%-100.5pp |
| Employer contribution / active EE | $2,079 | $1,979+5.1% | $2,731-23.9% | $2,427-14.3% |
| Participant deferral / active EE | $3,616 | $3,888-7.0% | $4,487-19.4% | $4,046-10.6% |
| Admin fee / account holder | $118 | $537-78.0% | $7,964-98.5% | $626-81.2% |