See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TRIAD ADVISORS INC1 year Filed as: TRIAD HYBRID SOLUTIONS Service code 99 · EIN 46-5391363 | Other Fees | $12,034 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,456 | $59,263-46.9% | $96,562-67.4% | $79,386-60.4% |
| Participation rate | 47.5% | 61.9%-14.4pp | 69.8%-22.3pp | 70.7%-23.2pp |
| Annual return | 21.08% | 27.07%-6.0pp | 37.78%-16.7pp | 116.85%-95.8pp |
| Employer contribution / active EE | $603 | $1,216-50.4% | $2,356-74.4% | $2,427-75.2% |
| Participant deferral / active EE | $776 | $2,948-73.7% | $3,849-79.8% | $4,046-80.8% |
| Admin fee / account holder | $4 | $658-99.3% | $6,181-99.9% | $626-99.3% |