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.3+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $4,215 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $79,097 | $63,299+25.0% | $91,001-13.1% | $62,292+27.0% |
| Participation rate | 94.6% | 73.3%+21.3pp | 75.6%+19.0pp | 69.5%+25.1pp |
| Annual return | 15.21% | 20.99%-5.8pp | 4.60%+10.6pp | 28.90%-13.7pp |
| Employer contribution / active EE | $1,498 | $1,807-17.1% | $2,456-39.0% | $2,042-26.7% |
| Participant deferral / active EE | $3,501 | $2,943+19.0% | $3,547-1.3% | $3,169+10.5% |
| Admin fee / account holder | $24 | $468-94.9% | $5,417-99.6% | $479-95.0% |