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 INC7+ years Filed as: TRIAD ADVISORS Service code 28 · EIN 65-0173164 | Investment Management | $53,913 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,876 | $30,555+168.0% | $80,716+1.4% | $86,799-5.7% |
| Participation rate | 97.4% | 37.2%+60.1pp | 54.2%+43.2pp | 72.3%+25.1pp |
| Annual return | 13.42% | 30.35%-16.9pp | 87.28%-73.9pp | 97.91%-84.5pp |
| Employer contribution / active EE | $4,564 | $472+866.6% | $1,160+293.4% | $2,405+89.7% |
| Participant deferral / active EE | $0 | $1,050-100.0% | $2,146-100.0% | $4,131-100.0% |
| Admin fee / account holder | $86 | $135-36.7% | $3,380-97.5% | $170-49.4% |