See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TRIAD ADVISORS INC3 years Filed as: TRIAD ADVISORS LLC Service code 55 · EIN 65-0173164 | Other Commissions | $77,707 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $625 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,622 | $56,152+129.1% | $185,823-30.8% | $73,409+75.2% |
| Participation rate | 70.7% | 67.6%+3.1pp | 78.0%-7.4pp | 72.2%-1.5pp |
| Annual return | 15.45% | 17.59%-2.1pp | 35.95%-20.5pp | 59.29%-43.8pp |
| Employer contribution / active EE | $2,683 | $1,532+75.1% | $4,087-34.4% | $2,234+20.1% |
| Participant deferral / active EE | $5,196 | $3,659+42.0% | $5,632-7.7% | $3,805+36.6% |
| Admin fee / account holder | $2 | $132-98.6% | $9,500-100.0% | $158-98.9% |