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 6-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 |
|---|---|---|
TRISTAR PENSION LTD4 years Service code 10 · EIN 75-1553813 9150 N. MAY AVE., SUITE A. · OKLAHOMA CITY, OK 73120 | Accounting | $10,235 |
AMERICAN FUNDS2 years Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $1,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,824 | $122,239-64.1% | $184,200-76.2% | $74,546-41.2% |
| Participation rate | 55.8% | 85.5%-29.7pp | 86.8%-31.0pp | 67.2%-11.4pp |
| Annual return | 15.66% | 19.95%-4.3pp | 28.80%-13.1pp | 1366.03%-1350.4pp |
| Employer contribution / active EE | $1,868 | $4,537-58.8% | $6,424-70.9% | $2,624-28.8% |
| Participant deferral / active EE | $2,826 | $7,139-60.4% | $9,132-69.1% | $4,347-35.0% |
| Admin fee / account holder | $29 | $1,260-97.7% | $13,907-99.8% | $1,944-98.5% |