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.2 years Service code 13 · EIN 95-2887986 | Contract Administrator | $11,485 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,901 | $84,233+61.3% | $170,442-20.3% | $70,131+93.8% |
| Participation rate | 96.8% | 70.8%+26.0pp | 83.6%+13.2pp | 69.5%+27.3pp |
| Annual return | 10.55% | 23.06%-12.5pp | 205.93%-195.4pp | 73.14%-62.6pp |
| Employer contribution / active EE | $5,931 | $3,387+75.1% | $5,433+9.2% | $2,342+153.2% |
| Participant deferral / active EE | $3,941 | $3,086+27.7% | $4,939-20.2% | $3,332+18.3% |
| Admin fee / account holder | $549 | $5,698-90.4% | $13,880-96.0% | $4,645-88.2% |