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.9+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $11,204 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,924 | $71,516+27.1% | $98,439-7.6% | $71,457+27.2% |
| Participation rate | 98.9% | 72.7%+26.2pp | 75.2%+23.8pp | 67.9%+31.0pp |
| Annual return | 16.48% | 32.41%-15.9pp | 21.16%-4.7pp | 28.85%-12.4pp |
| Employer contribution / active EE | $2,374 | $2,399-1.0% | $3,048-22.1% | $2,588-8.2% |
| Participant deferral / active EE | $4,133 | $4,109+0.6% | $4,738-12.8% | $4,289-3.6% |
| Admin fee / account holder | $52 | $1,675-96.9% | $8,948-99.4% | $1,587-96.7% |