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.4+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $8,538 |
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 | $67,005 | $58,083+15.4% | $80,019-16.3% | $56,287+19.0% |
| Participation rate | 97.7% | 73.6%+24.1pp | 75.8%+21.9pp | 69.9%+27.8pp |
| Annual return | -5.89% | 34.61%-40.5pp | 11.22%-17.1pp | -9.96%+4.1pp |
| Employer contribution / active EE | $1,539 | $1,932-20.4% | $2,468-37.7% | $2,111-27.1% |
| Participant deferral / active EE | $3,549 | $3,135+13.2% | $3,686-3.7% | $3,350+5.9% |
| Admin fee / account holder | $46 | $623-92.6% | $6,521-99.3% | $521-91.2% |