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.2+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $3,152 |
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 | $63,954 | $56,629+12.9% | $77,999-18.0% | $55,167+15.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 8.19% | 2866.98%-2858.8pp | 425.96%-417.8pp | 169.23%-161.0pp |
| Employer contribution / active EE | $2,095 | $1,723+21.6% | $2,470-15.2% | $1,963+6.7% |
| Participant deferral / active EE | $3,560 | $2,777+28.2% | $3,497+1.8% | $3,054+16.6% |
| Admin fee / account holder | $18 | $467-96.2% | $5,480-99.7% | $504-96.5% |