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.5+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $7,849 |
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 | $79,229 | $66,310+19.5% | $93,606-15.4% | $65,185+21.5% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 19.26% | 42.58%-23.3pp | 32.76%-13.5pp | 29.38%-10.1pp |
| Employer contribution / active EE | $1,658 | $2,012-17.6% | $2,718-39.0% | $2,177-23.8% |
| Participant deferral / active EE | $3,826 | $3,342+14.5% | $4,069-6.0% | $3,514+8.9% |
| Admin fee / account holder | $43 | $6,897-99.4% | $7,888-99.5% | $847-94.9% |