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.5+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $63,673 |
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 | $27,508 | $44,794-38.6% | $90,281-69.5% | $77,787-64.6% |
| Participation rate | 91.3% | 66.6%+24.7pp | 73.3%+18.0pp | 73.2%+18.0pp |
| Annual return | 36.41% | 28.23%+8.2pp | 78.10%-41.7pp | 32.57%+3.8pp |
| Employer contribution / active EE | $2,016 | $1,809+11.5% | $2,854-29.4% | $2,504-19.5% |
| Participant deferral / active EE | $4,558 | $2,642+72.5% | $3,885+17.3% | $3,967+14.9% |
| Admin fee / account holder | $51 | $94-46.0% | $5,351-99.0% | $100-49.0% |