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 INC9+ years Filed as: TRIAD ADVISORS Service code 28 · EIN 65-0173164 | Investment Management | $26,357 |
Annual investment return 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 | $70,347 | $26,114+169.4% | $58,482+20.3% | $74,419-5.5% |
| Participation rate | 96.5% | 32.1%+64.4pp | 50.9%+45.7pp | 70.7%+25.8pp |
| Annual return | 4.61% | 32.51%-27.9pp | 4239.32%-4234.7pp | 34.38%-29.8pp |
| Employer contribution / active EE | $5,584 | $536+942.8% | $1,053+430.2% | $2,637+111.7% |
| Participant deferral / active EE | $0 | $1,075-100.0% | $1,924-100.0% | $4,528-100.0% |
| Admin fee / account holder | $45 | $649-93.1% | $2,516-98.2% | $348-87.0% |