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.3 years Service code 13 · EIN 95-2887986 | Contract Administrator | $13,702 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $126,425 | $76,000+66.3% | $154,107-18.0% | $64,186+97.0% |
| Participation rate | 98.8% | 70.4%+28.4pp | 83.0%+15.8pp | 69.6%+29.2pp |
| Annual return | -5.56% | 30.32%-35.9pp | 735.12%-740.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $6,805 | $3,351+103.1% | $5,298+28.5% | $2,381+185.8% |
| Participant deferral / active EE | $5,009 | $3,175+57.7% | $5,081-1.4% | $3,470+44.4% |
| Admin fee / account holder | $539 | $5,596-90.4% | $13,411-96.0% | $4,888-89.0% |