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.10+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $123,140 |
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 | $42,688 | $82,917-48.5% | $103,333-58.7% | $77,643-45.0% |
| Participation rate | 80.9% | 71.6%+9.3pp | 74.5%+6.4pp | 70.6%+10.3pp |
| Annual return | 15.54% | 19.13%-3.6pp | 24.88%-9.3pp | 31.24%-15.7pp |
| Employer contribution / active EE | $1,571 | $3,552-55.8% | $3,868-59.4% | $2,726-42.4% |
| Participant deferral / active EE | $6,375 | $4,108+55.2% | $5,057+26.0% | $4,647+37.2% |
| Admin fee / account holder | $180 | $638-71.7% | $8,355-97.8% | $430-58.1% |