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.3+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $40,186 |
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 | $17,700 | $46,100-61.6% | $86,590-79.6% | $69,631-74.6% |
| Participation rate | 89.3% | 67.2%+22.2pp | 73.5%+15.8pp | 70.7%+18.7pp |
| Annual return | 27.50% | 21.02%+6.5pp | 964.84%-937.3pp | 27571.02%-27543.5pp |
| Employer contribution / active EE | $1,418 | $1,850-23.3% | $2,839-50.0% | $2,032-30.2% |
| Participant deferral / active EE | $3,203 | $2,432+31.7% | $3,609-11.2% | $3,224-0.6% |
| Admin fee / account holder | $42 | $94-55.6% | $4,906-99.2% | $110-62.3% |