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 10 · EIN 95-2887986 | Accounting | $5,301 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,435 | $48,335-14.3% | $121,098-65.8% | $71,457-42.0% |
| Participation rate | 60.3% | 54.3%+6.0pp | 69.5%-9.2pp | 67.9%-7.7pp |
| Annual return | 19.55% | 23.32%-3.8pp | 985.75%-966.2pp | 28.85%-9.3pp |
| Employer contribution / active EE | $1,262 | $1,489-15.2% | $4,164-69.7% | $2,588-51.2% |
| Participant deferral / active EE | $2,353 | $2,754-14.6% | $4,080-42.3% | $4,289-45.1% |
| Admin fee / account holder | $48 | $1,841-97.4% | $5,644-99.2% | $1,587-97.0% |