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.3+ years Filed as: TRI-AD ACTUARIES, INC Service code 10 · EIN 95-2887986 | Accounting | $2,700 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $85,774 | $81,537+5.2% | $149,718-42.7% | $69,631+23.2% |
| Participation rate | 95.3% | 86.1%+9.2pp | 87.1%+8.2pp | 70.7%+24.6pp |
| Annual return | 18.19% | 22.79%-4.6pp | 1501.63%-1483.4pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $4,102 | $3,239+26.7% | $5,445-24.7% | $2,032+101.9% |
| Participant deferral / active EE | $6,250 | $4,994+25.1% | $6,569-4.9% | $3,224+93.9% |
| Admin fee / account holder | $11 | $107-89.4% | $11,283-99.9% | $110-89.7% |