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 |
|---|---|---|
TRINITY PENSION CONSULTANTS3 years Filed as: TRINITY PENSION CONSULTANTS INC Service code 13 202 MONTROSE W AVE · AKRON, OH 44321 | Contract Administrator | $9,198 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,549 | $79,013+13.3% | $100,391-10.8% | $74,495+20.2% |
| Participation rate | 94.7% | 79.5%+15.2pp | 81.5%+13.2pp | 67.2%+27.5pp |
| Annual return | 15.06% | 20.41%-5.4pp | 49.20%-34.1pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $3,399 | $3,021+12.5% | $3,942-13.8% | $2,623+29.6% |
| Participant deferral / active EE | $7,831 | $7,760+0.9% | $8,082-3.1% | $4,346+80.2% |
| Admin fee / account holder | $429 | $1,320-67.5% | $7,899-94.6% | $1,942-77.9% |