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 INC10+ years Filed as: TRIAD ADVISORS Service code 28 · EIN 65-0173164 | Investment Management | $9,940 |
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 | $64,106 | $29,548+117.0% | $56,411+13.6% | $77,643-17.4% |
| Participation rate | 95.4% | 32.7%+62.7pp | 52.5%+42.9pp | 70.6%+24.8pp |
| Annual return | 1.27% | 19.01%-17.7pp | 1701.33%-1700.1pp | 31.24%-30.0pp |
| Employer contribution / active EE | $5,798 | $568+921.4% | $1,039+458.2% | $2,726+112.7% |
| Participant deferral / active EE | $0 | $1,061-100.0% | $1,952-100.0% | $4,647-100.0% |
| Admin fee / account holder | $21 | $1,046-98.0% | $2,829-99.2% | $430-95.1% |