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.5+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $7,436 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,559 | $66,601-61.6% | $92,893-72.5% | $67,579-62.2% |
| Participation rate | 95.5% | 72.5%+23.0pp | 76.0%+19.4pp | 71.3%+24.2pp |
| Annual return | 24.82% | 92.58%-67.8pp | 109.41%-84.6pp | 378.56%-353.7pp |
| Employer contribution / active EE | $1,775 | $2,775-36.0% | $3,653-51.4% | $2,148-17.3% |
| Participant deferral / active EE | $5,480 | $3,157+73.6% | $4,236+29.4% | $3,539+54.8% |
| Admin fee / account holder | $19 | $199-90.4% | $5,794-99.7% | $142-86.5% |