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.6 years Service code 13 · EIN 95-2887986 | Contract Administrator | $19,782 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,270 | $67,984-6.9% | $65,493-3.4% | $74,304-14.9% |
| Participation rate | 88.3% | 66.3%+22.0pp | 73.1%+15.2pp | 60.3%+27.9pp |
| Annual return | 16.25% | 19.87%-3.6pp | 982.45%-966.2pp | 29.43%-13.2pp |
| Employer contribution / active EE | $2,788 | $2,491+11.9% | $2,574+8.3% | $2,241+24.4% |
| Participant deferral / active EE | $3,209 | $3,346-4.1% | $3,961-19.0% | $3,767-14.8% |
| Admin fee / account holder | $95 | $1,373-93.1% | $5,028-98.1% | $2,969-96.8% |