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.8+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $105,068 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,859 | $106,236-80.4% | $112,228-81.4% | $64,808-67.8% |
| Participation rate | 92.3% | 71.7%+20.6pp | 75.1%+17.3pp | 71.5%+20.9pp |
| Annual return | -18.01% | -6.02%-12.0pp | 27.45%-45.5pp | 32.82%-50.8pp |
| Employer contribution / active EE | $1,363 | $3,166-56.9% | $3,635-62.5% | $2,506-45.6% |
| Participant deferral / active EE | $3,880 | $3,785+2.5% | $4,728-17.9% | $4,310-10.0% |
| Admin fee / account holder | $116 | $452-74.3% | $6,410-98.2% | $188-38.2% |