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.6+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $7,811 |
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 | $90,324 | $70,908+27.4% | $98,907-8.7% | $73,488+22.9% |
| Participation rate | 97.5% | 73.8%+23.7pp | 76.0%+21.5pp | 70.7%+26.8pp |
| Annual return | 13.25% | 34.17%-20.9pp | 196.43%-183.2pp | 28.51%-15.3pp |
| Employer contribution / active EE | $1,580 | $2,036-22.4% | $2,689-41.2% | $2,270-30.4% |
| Participant deferral / active EE | $3,743 | $3,500+7.0% | $4,244-11.8% | $3,740+0.1% |
| Admin fee / account holder | $42 | $535-92.1% | $6,642-99.4% | $513-91.8% |