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 HYBRID SOLUTIONS LLC Service code 27 · EIN 46-5391363 | Advisory (Plan) | $23,426 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,179 |
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 | $33,946 | $65,435-48.1% | $86,677-60.8% | $66,914-49.3% |
| Participation rate | 98.4% | 75.5%+22.9pp | 76.6%+21.8pp | 69.8%+28.6pp |
| Annual return | -18.07% | -10.89%-7.2pp | 35.91%-54.0pp | 1.58%-19.7pp |
| Employer contribution / active EE | $2,002 | $2,153-7.0% | $2,836-29.4% | $2,544-21.3% |
| Participant deferral / active EE | $4,066 | $4,100-0.8% | $4,656-12.7% | $4,237-4.0% |
| Admin fee / account holder | $107 | $642-83.3% | $7,493-98.6% | $593-82.0% |