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.9+ years Filed as: TRI-AD ACTUARIES, INC Service code 10 · EIN 95-2887986 | Accounting | $7,493 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,005 | $100,227-0.2% | $169,993-41.2% | $74,419+34.4% |
| Participation rate | 99.3% | 87.3%+12.0pp | 87.0%+12.3pp | 70.7%+28.6pp |
| Annual return | 15.94% | 66.08%-50.1pp | 53.37%-37.4pp | 34.38%-18.4pp |
| Employer contribution / active EE | $4,462 | $4,263+4.7% | $6,785-34.2% | $2,637+69.2% |
| Participant deferral / active EE | $6,941 | $7,143-2.8% | $10,408-33.3% | $4,528+53.3% |
| Admin fee / account holder | $19 | $234-91.8% | $12,815-99.9% | $348-94.5% |