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.5 years Service code 13 · EIN 95-2887986 | Contract Administrator | $13,025 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,909 | $69,763-25.6% | $67,502-23.1% | $74,495-30.3% |
| Participation rate | 87.1% | 71.4%+15.8pp | 72.9%+14.2pp | 67.2%+19.9pp |
| Annual return | 12.36% | -40.34%+52.7pp | 3512.12%-3499.8pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $2,858 | $2,704+5.7% | $2,731+4.6% | $2,623+9.0% |
| Participant deferral / active EE | $3,220 | $3,636-11.4% | $4,000-19.5% | $4,346-25.9% |
| Admin fee / account holder | $61 | $896-93.2% | $3,998-98.5% | $1,942-96.9% |