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 INC10+ years Service code 26 · EIN 65-0173164 5185 PEACHTREE PKWY 280 · NORCROSS, GA 30092 | Advisory (Participants) | $70,353 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,448 | $129,021-43.1% | $184,203-60.1% | $77,643-5.4% |
| Participation rate | 60.8% | 87.3%-26.5pp | 86.8%-26.0pp | 70.6%-9.7pp |
| Annual return | 19.48% | 33.27%-13.8pp | 28.81%-9.3pp | 31.24%-11.8pp |
| Employer contribution / active EE | $786 | $4,413-82.2% | $6,427-87.8% | $2,726-71.2% |
| Participant deferral / active EE | $6,422 | $7,297-12.0% | $9,131-29.7% | $4,647+38.2% |
| Admin fee / account holder | $450 | $254+77.1% | $13,901-96.8% | $430+4.4% |