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 INC3 years Filed as: TRIAD HYBRID SOLUTIONS LLC Service code 27 · EIN 46-5391363 | Advisory (Plan) | $24,103 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,844 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,732 | $99,078-67.0% | $96,544-66.1% | $74,419-56.0% |
| Participation rate | 97.7% | 80.7%+17.0pp | 76.0%+21.7pp | 70.7%+26.9pp |
| Annual return | 25.44% | 22.48%+3.0pp | 25.84%-0.4pp | 34.38%-8.9pp |
| Employer contribution / active EE | $2,108 | $2,570-18.0% | $2,965-28.9% | $2,637-20.1% |
| Participant deferral / active EE | $3,992 | $4,933-19.1% | $4,851-17.7% | $4,528-11.8% |
| Admin fee / account holder | $87 | $225-61.4% | $8,252-98.9% | $348-75.1% |