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.5+ years Filed as: TRI-AD ACTUARIES, INC Service code 10 · EIN 95-2887986 | Accounting | $3,525 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $88,734 | $88,515+0.2% | $162,163-45.3% | $67,579+31.3% |
| Participation rate | 97.9% | 86.8%+11.1pp | 87.6%+10.3pp | 71.3%+26.6pp |
| Annual return | 25.68% | 27.04%-1.4pp | 115.59%-89.9pp | 378.56%-352.9pp |
| Employer contribution / active EE | $4,311 | $3,563+21.0% | $5,614-23.2% | $2,148+100.7% |
| Participant deferral / active EE | $6,337 | $5,724+10.7% | $7,298-13.2% | $3,539+79.0% |
| Admin fee / account holder | $10 | $124-91.8% | $10,843-99.9% | $142-92.8% |