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.4 years Filed as: TRI-AD ACTUARIES, INC Service code 13 · EIN 95-2887986 | Contract Administrator | $13,277 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,164 | $101,763+39.7% | $164,866-13.8% | $80,874+75.8% |
| Participation rate | 94.5% | 71.8%+22.7pp | 78.6%+15.9pp | 67.6%+26.9pp |
| Annual return | 13.95% | 16.73%-2.8pp | 69.97%-56.0pp | 35.62%-21.7pp |
| Employer contribution / active EE | $835 | $2,954-71.7% | $4,343-80.8% | $2,756-69.7% |
| Participant deferral / active EE | $5,884 | $4,477+31.4% | $6,033-2.5% | $4,297+36.9% |
| Admin fee / account holder | $113 | $8,228-98.6% | $12,689-99.1% | $6,935-98.4% |