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.7+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $273,836 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,586 | $52,626-5.8% | $98,442-49.6% | $93,030-46.7% |
| Participation rate | 92.5% | 65.3%+27.2pp | 73.3%+19.2pp | 73.9%+18.6pp |
| Annual return | 16.19% | 16.95%-0.8pp | 1492.73%-1476.5pp | 158.70%-142.5pp |
| Employer contribution / active EE | $2,050 | $1,894+8.3% | $2,960-30.7% | $2,706-24.2% |
| Participant deferral / active EE | $4,888 | $2,907+68.1% | $4,276+14.3% | $4,562+7.1% |
| Admin fee / account holder | $66 | $102-35.0% | $5,949-98.9% | $152-56.2% |