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.3+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $5,283 |
Participant contribution per participant 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 | $13,320 | $57,065-76.7% | $75,670-82.4% | $70,131-81.0% |
| Participation rate | 86.0% | 68.1%+17.9pp | 72.3%+13.7pp | 69.5%+16.5pp |
| Annual return | 18.76% | 23.57%-4.8pp | 27.34%-8.6pp | 73.14%-54.4pp |
| Employer contribution / active EE | $1,397 | $1,817-23.1% | $2,352-40.6% | $2,342-40.4% |
| Participant deferral / active EE | $713 | $2,580-72.4% | $3,142-77.3% | $3,332-78.6% |
| Admin fee / account holder | $57 | $3,825-98.5% | $5,800-99.0% | $4,645-98.8% |