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 |
|---|---|---|
TRI-AD ACTUARIES, INC.1 year Service code 13 · EIN 95-2887986 | Contract Administrator | $5,407 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $81,445 | $42,383+92.2% | $76,523+6.4% | $64,186+26.9% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -7.11% | -16.54%+9.4pp | -0.27%-6.8pp | 7.63%-14.7pp |
| Employer contribution / active EE | $3,495 | $1,563+123.5% | $2,647+32.0% | $2,381+46.8% |
| Participant deferral / active EE | $6,290 | $2,566+145.1% | $3,835+64.0% | $3,470+81.3% |
| Admin fee / account holder | $45 | $3,198-98.6% | $4,848-99.1% | $4,888-99.1% |