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.2+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $23,922 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,283 | $39,859-66.7% | $78,689-83.1% | $57,658-77.0% |
| Participation rate | 87.2% | 66.1%+21.1pp | 73.6%+13.6pp | 70.2%+16.9pp |
| Annual return | 14.79% | 18.96%-4.2pp | 62.18%-47.4pp | 5.13%+9.7pp |
| Employer contribution / active EE | $1,110 | $1,786-37.9% | $2,851-61.1% | $1,974-43.8% |
| Participant deferral / active EE | $2,906 | $2,248+29.3% | $3,517-17.4% | $3,061-5.0% |
| Admin fee / account holder | $31 | $76-59.6% | $4,510-99.3% | $95-67.4% |