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 | $6,692 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,217 | $60,261-31.6% | $81,783-49.6% | $74,546-44.7% |
| Participation rate | 94.1% | 62.9%+31.3pp | 72.4%+21.8pp | 67.2%+26.9pp |
| Annual return | 13.90% | 16.88%-3.0pp | 775.05%-761.2pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $2,317 | $2,622-11.6% | $2,913-20.4% | $2,624-11.7% |
| Participant deferral / active EE | $4,391 | $3,388+29.6% | $4,320+1.6% | $4,347+1.0% |
| Admin fee / account holder | $40 | $1,482-97.3% | $7,380-99.5% | $1,944-97.9% |