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.8+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $13,367 |
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 | $73,520 | $72,607+1.3% | $90,749-19.0% | $66,914+9.9% |
| Participation rate | 98.4% | 73.7%+24.7pp | 75.7%+22.7pp | 69.8%+28.6pp |
| Annual return | -15.78% | -12.28%-3.5pp | -12.16%-3.6pp | 1.58%-17.4pp |
| Employer contribution / active EE | $2,412 | $2,369+1.8% | $2,921-17.4% | $2,544-5.2% |
| Participant deferral / active EE | $4,000 | $3,977+0.6% | $4,564-12.4% | $4,237-5.6% |
| Admin fee / account holder | $61 | $707-91.4% | $8,445-99.3% | $593-89.7% |