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 INC4 years Filed as: TRIAD ADVISORS LLC Service code 55 · EIN 65-0173164 | Other Commissions | $48,349 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,348 |
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 | $35,936 | $104,317-65.6% | $159,436-77.5% | $86,799-58.6% |
| Participation rate | 93.3% | 77.7%+15.6pp | 82.8%+10.4pp | 72.3%+21.0pp |
| Annual return | 18.42% | 26.32%-7.9pp | 263.57%-245.1pp | 97.91%-79.5pp |
| Employer contribution / active EE | $1,908 | $3,451-44.7% | $4,829-60.5% | $2,405-20.7% |
| Participant deferral / active EE | $5,276 | $6,837-22.8% | $7,352-28.2% | $4,131+27.7% |
| Admin fee / account holder | $14 | $172-92.1% | $10,799-99.9% | $170-92.0% |