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.6+ years Service code 10 · EIN 95-2887986 | Accounting | $4,330 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,758 | $53,777-14.9% | $134,143-65.9% | $79,858-42.7% |
| Participation rate | 61.9% | 58.8%+3.1pp | 72.2%-10.3pp | 69.6%-7.8pp |
| Annual return | 12.56% | 19.01%-6.4pp | 36.33%-23.8pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,317 | $1,321-0.3% | $3,704-64.4% | $2,471-46.7% |
| Participant deferral / active EE | $2,950 | $2,420+21.9% | $3,499-15.7% | $3,740-21.1% |
| Admin fee / account holder | $59 | $3,984-98.5% | $6,684-99.1% | $5,306-98.9% |