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.7+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $41,471 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,512 | $78,275-66.1% | $109,143-75.7% | $86,799-69.5% |
| Participation rate | 97.8% | 73.8%+24.0pp | 75.9%+21.9pp | 72.3%+25.5pp |
| Annual return | 16.31% | 19.14%-2.8pp | 25.75%-9.4pp | 97.91%-81.6pp |
| Employer contribution / active EE | $1,465 | $3,105-52.8% | $3,722-60.6% | $2,405-39.1% |
| Participant deferral / active EE | $4,292 | $3,641+17.9% | $4,653-7.8% | $4,131+3.9% |
| Admin fee / account holder | $56 | $198-71.6% | $6,752-99.2% | $170-66.8% |