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.11+ years Filed as: TRI-AD ACTUARIES, INC Service code 10 · EIN 95-2887986 | Accounting | $7,800 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,032 | $131,799-10.4% | $200,582-41.2% | $85,563+37.9% |
| Participation rate | 99.0% | 87.9%+11.1pp | 86.9%+12.1pp | 66.0%+33.1pp |
| Annual return | 14.72% | 21.59%-6.9pp | 42.33%-27.6pp | 31.51%-16.8pp |
| Employer contribution / active EE | $5,385 | $4,532+18.8% | $6,419-16.1% | $2,654+102.9% |
| Participant deferral / active EE | $7,990 | $7,702+3.7% | $9,331-14.4% | $4,375+82.6% |
| Admin fee / account holder | $20 | $235-91.5% | $16,305-99.9% | $834-97.6% |