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.9+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $107,664 |
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 | $27,774 | $92,971-70.1% | $96,683-71.3% | $74,419-62.7% |
| Participation rate | 93.7% | 71.5%+22.2pp | 74.3%+19.4pp | 70.7%+23.0pp |
| Annual return | 22.57% | 37.49%-14.9pp | 35.69%-13.1pp | 34.38%-11.8pp |
| Employer contribution / active EE | $1,201 | $3,426-64.9% | $3,737-67.9% | $2,637-54.5% |
| Participant deferral / active EE | $4,400 | $3,970+10.8% | $4,878-9.8% | $4,528-2.8% |
| Admin fee / account holder | $119 | $633-81.2% | $6,730-98.2% | $348-65.8% |