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 10 · EIN 95-2887986 | Accounting | $14,589 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,631 | $52,406-12.9% | $129,207-64.7% | $74,495-38.7% |
| Participation rate | 59.4% | 53.8%+5.6pp | 69.6%-10.3pp | 67.2%-7.8pp |
| Annual return | 15.94% | 15.66%+0.3pp | 9417.33%-9401.4pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $1,582 | $1,531+3.3% | $4,153-61.9% | $2,623-39.7% |
| Participant deferral / active EE | $3,249 | $2,794+16.3% | $4,168-22.0% | $4,346-25.2% |
| Admin fee / account holder | $126 | $2,633-95.2% | $7,715-98.4% | $1,942-93.5% |