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 7-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.6 years Service code 13 · EIN 95-2887986 | Contract Administrator | $41,180 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,139 | $34,932-59.5% | $56,441-74.9% | $74,546-81.0% |
| Participation rate | 99.0% | 32.9%+66.1pp | 52.5%+46.5pp | 67.2%+31.8pp |
| Annual return | 14.07% | 24.90%-10.8pp | 1704.21%-1690.1pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $1,138 | $608+87.0% | $1,039+9.5% | $2,624-56.6% |
| Participant deferral / active EE | $2,747 | $1,173+134.2% | $1,953+40.7% | $4,347-36.8% |
| Admin fee / account holder | $167 | $2,359-92.9% | $2,829-94.1% | $1,944-91.4% |