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 9-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 |
|---|---|---|
TRI-AD ACTUARIES, INC.2 years Service code 13 · EIN 95-2887986 | Contract Administrator | $3,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,283 | $87,013+0.3% | $106,213-17.8% | $80,856+7.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 12.70% | 17.05%-4.3pp | 116.14%-103.4pp | 35.59%-22.9pp |
| Employer contribution / active EE | $6,528 | $2,395+172.5% | $3,171+105.8% | $2,755+137.0% |
| Participant deferral / active EE | $18,336 | $3,986+360.0% | $5,016+265.6% | $4,296+326.8% |
| Admin fee / account holder | $38 | $8,431-99.5% | $11,033-99.7% | $6,918-99.4% |