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.6+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $86,505 |
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 | $44,625 | $47,634-6.3% | $90,404-50.6% | $90,288-50.6% |
| Participation rate | 95.6% | 67.5%+28.1pp | 72.7%+22.9pp | 73.4%+22.2pp |
| Annual return | 362.95% | 19.61%+343.3pp | 1293.02%-930.1pp | 53.97%+309.0pp |
| Employer contribution / active EE | $1,288 | $1,749-26.3% | $3,262-60.5% | $2,524-49.0% |
| Participant deferral / active EE | $2,937 | $2,824+4.0% | $3,963-25.9% | $4,232-30.6% |
| Admin fee / account holder | $23 | $106-78.2% | $5,611-99.6% | $114-79.8% |