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.8+ years Filed as: TRI-AD ACTUARIES, INC Service code 10 · EIN 95-2887986 | Accounting | $3,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,364 | $86,897+6.3% | $151,611-39.1% | $64,808+42.5% |
| Participation rate | 99.0% | 87.3%+11.7pp | 87.5%+11.5pp | 71.5%+27.5pp |
| Annual return | -15.33% | -3.57%-11.8pp | 3.33%-18.7pp | 32.82%-48.1pp |
| Employer contribution / active EE | $4,082 | $4,010+1.8% | $6,166-33.8% | $2,506+62.9% |
| Participant deferral / active EE | $6,552 | $6,690-2.1% | $8,363-21.7% | $4,310+52.0% |
| Admin fee / account holder | $10 | $153-93.2% | $11,616-99.9% | $188-94.4% |