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.10+ years Filed as: TRI-AD ACTUARIES, INC Service code 10 · EIN 95-2887986 | Accounting | $9,323 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,075 | $129,021-14.7% | $184,203-40.2% | $77,643+41.8% |
| Participation rate | 99.3% | 87.3%+12.0pp | 86.8%+12.5pp | 70.6%+28.8pp |
| Annual return | 12.98% | 33.27%-20.3pp | 28.81%-15.8pp | 31.24%-18.3pp |
| Employer contribution / active EE | $5,031 | $4,413+14.0% | $6,427-21.7% | $2,726+84.6% |
| Participant deferral / active EE | $7,699 | $7,297+5.5% | $9,131-15.7% | $4,647+65.7% |
| Admin fee / account holder | $24 | $254-90.5% | $13,901-99.8% | $430-94.4% |