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.3 years Service code 13 · EIN 95-2887986 | Contract Administrator | $11,787 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,042 | $60,989-40.9% | $60,874-40.8% | $66,914-46.1% |
| Participation rate | 82.1% | 74.5%+7.7pp | 73.1%+9.0pp | 69.8%+12.3pp |
| Annual return | -15.82% | -9.60%-6.2pp | 16.90%-32.7pp | 1.58%-17.4pp |
| Employer contribution / active EE | $2,115 | $2,661-20.5% | $2,701-21.7% | $2,544-16.9% |
| Participant deferral / active EE | $2,341 | $3,615-35.2% | $3,817-38.7% | $4,237-44.7% |
| Admin fee / account holder | $56 | $338-83.3% | $3,224-98.3% | $593-90.5% |