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 Service code 99 · EIN 46-5391363 | Other Fees | $11,376 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,907 | $49,451-31.4% | $79,550-57.4% | $66,914-49.3% |
| Participation rate | 40.9% | 61.3%-20.5pp | 69.5%-28.6pp | 69.8%-28.9pp |
| Annual return | -17.96% | 84.25%-102.2pp | 0.16%-18.1pp | 1.58%-19.5pp |
| Employer contribution / active EE | $644 | $1,266-49.1% | $2,413-73.3% | $2,544-74.7% |
| Participant deferral / active EE | $835 | $3,159-73.6% | $3,985-79.1% | $4,237-80.3% |
| Admin fee / account holder | $10 | $595-98.3% | $6,832-99.9% | $593-98.3% |