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 INC8+ years Filed as: TRIAD ADVISORS Service code 28 · EIN 65-0173164 | Investment Management | $47,580 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,902 | $30,086+175.6% | $61,373+35.1% | $64,808+27.9% |
| Participation rate | 97.9% | 36.4%+61.5pp | 52.6%+45.3pp | 71.5%+26.4pp |
| Annual return | -0.74% | -13.99%+13.2pp | 338.61%-339.4pp | 32.82%-33.6pp |
| Employer contribution / active EE | $5,460 | $536+918.3% | $1,159+371.0% | $2,506+117.9% |
| Participant deferral / active EE | $0 | $1,126-100.0% | $2,125-100.0% | $4,310-100.0% |
| Admin fee / account holder | $75 | $148-49.6% | $2,130-96.5% | $188-60.2% |