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 4-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.1+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $33,430 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,737 | $46,292-72.5% | $143,757-91.1% | $64,808-80.3% |
| Participation rate | 72.2% | 64.2%+8.0pp | 80.3%-8.1pp | 71.5%+0.7pp |
| Annual return | -19.85% | -10.05%-9.8pp | -0.04%-19.8pp | 32.82%-52.7pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,300 | $2,646-13.1% | $5,637-59.2% | $4,310-46.6% |
| Admin fee / account holder | $128 | $154-16.7% | $14,673-99.1% | $188-31.8% |