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.9+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $160,956 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,777 | $47,126-19.8% | $149,673-74.8% | $74,419-49.2% |
| Participation rate | 99.0% | 63.4%+35.6pp | 78.8%+20.3pp | 70.7%+28.3pp |
| Annual return | 17.74% | 22.75%-5.0pp | 134.42%-116.7pp | 34.38%-16.6pp |
| Employer contribution / active EE | $1,453 | $1,905-23.7% | $4,818-69.8% | $2,637-44.9% |
| Participant deferral / active EE | $4,129 | $2,728+51.4% | $5,680-27.3% | $4,528-8.8% |
| Admin fee / account holder | $123 | $343-64.2% | $13,210-99.1% | $348-64.7% |