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.2 years Service code 13 · EIN 95-2887986 | Contract Administrator | $6,541 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,859 | $74,706-46.6% | $75,696-47.3% | $79,386-49.8% |
| Participation rate | 79.9% | 75.3%+4.6pp | 74.8%+5.1pp | 70.7%+9.2pp |
| Annual return | 12.44% | 18.52%-6.1pp | 104.53%-92.1pp | 116.85%-104.4pp |
| Employer contribution / active EE | $1,837 | $2,590-29.1% | $2,743-33.0% | $2,427-24.3% |
| Participant deferral / active EE | $1,908 | $3,533-46.0% | $3,821-50.1% | $4,046-52.8% |
| Admin fee / account holder | $31 | $374-91.6% | $3,619-99.1% | $626-95.0% |