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.4 years Service code 13 · EIN 95-2887986 | Contract Administrator | $7,053 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,175 | $65,557-32.6% | $64,056-31.0% | $71,457-38.2% |
| Participation rate | 85.9% | 73.2%+12.7pp | 72.3%+13.6pp | 67.9%+17.9pp |
| Annual return | 16.46% | 18.94%-2.5pp | 33.69%-17.2pp | 28.85%-12.4pp |
| Employer contribution / active EE | $2,444 | $2,669-8.4% | $2,747-11.0% | $2,588-5.6% |
| Participant deferral / active EE | $2,790 | $3,626-23.0% | $3,880-28.1% | $4,289-34.9% |
| Admin fee / account holder | $33 | $616-94.6% | $3,068-98.9% | $1,587-97.9% |