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 5-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.1 year Filed as: TRI-AD ACTUARIES, INC Service code 13 · EIN 95-2887986 | Contract Administrator | $50,839 |
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 | $35,567 | $101,317-64.9% | $146,958-75.8% | $74,495-52.3% |
| Participation rate | 71.8% | 75.5%-3.7pp | 82.2%-10.3pp | 67.2%+4.6pp |
| Annual return | 42.90% | 8730.91%-8688.0pp | 418.34%-375.4pp | 1364.94%-1322.0pp |
| Employer contribution / active EE | $1,581 | $3,810-58.5% | $4,933-67.9% | $2,623-39.7% |
| Participant deferral / active EE | $4,366 | $7,303-40.2% | $8,070-45.9% | $4,346+0.5% |
| Admin fee / account holder | $271 | $1,739-84.4% | $12,998-97.9% | $1,942-86.0% |