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.6+ years Filed as: TRI-AD ACTUARIES, INC Service code 10 · EIN 95-2887986 | Accounting | $3,375 |
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 | $101,689 | $111,608-8.9% | $177,821-42.8% | $73,409+38.5% |
| Participation rate | 99.2% | 87.9%+11.4pp | 87.7%+11.5pp | 72.2%+27.1pp |
| Annual return | 14.84% | 18.23%-3.4pp | 48.32%-33.5pp | 59.29%-44.5pp |
| Employer contribution / active EE | $4,553 | $3,796+19.9% | $5,918-23.1% | $2,234+103.8% |
| Participant deferral / active EE | $6,966 | $6,199+12.4% | $7,714-9.7% | $3,805+83.0% |
| Admin fee / account holder | $10 | $166-93.9% | $12,427-99.9% | $158-93.6% |