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.8+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $401,994 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,387 | $43,113+12.2% | $82,719-41.5% | $77,904-37.9% |
| Participation rate | 99.0% | 63.8%+35.1pp | 72.6%+26.4pp | 73.7%+25.3pp |
| Annual return | -8.13% | 2.60%-10.7pp | 701.18%-709.3pp | 12.21%-20.3pp |
| Employer contribution / active EE | $2,616 | $1,924+35.9% | $3,009-13.1% | $2,848-8.1% |
| Participant deferral / active EE | $6,277 | $3,057+105.4% | $4,395+42.8% | $4,806+30.6% |
| Admin fee / account holder | $98 | $102-4.0% | $5,329-98.2% | $133-25.9% |