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.1 year Service code 13 · EIN 95-2887986 | Contract Administrator | $5,960 |
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 | $32,282 | $65,322-50.6% | $70,449-54.2% | $73,488-56.1% |
| Participation rate | 78.4% | 77.0%+1.4pp | 75.1%+3.3pp | 70.7%+7.7pp |
| Annual return | 13.64% | 15.71%-2.1pp | 109.03%-95.4pp | 28.51%-14.9pp |
| Employer contribution / active EE | $1,662 | $2,460-32.4% | $2,737-39.3% | $2,270-26.8% |
| Participant deferral / active EE | $1,588 | $3,375-52.9% | $3,709-57.2% | $3,740-57.5% |
| Admin fee / account holder | $29 | $214-86.7% | $3,845-99.3% | $513-94.4% |