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-STAR TRUST BANK2 years Service code 26 200 E.MAIN STREET · MIDLAND, MI 48640 | Advisory (Participants) | $22,695 |
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $12,238 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,266 | $63,745+2.4% | $98,442-33.7% | $79,386-17.8% |
| Participation rate | 45.0% | 69.9%-24.9pp | 73.3%-28.3pp | 70.7%-25.7pp |
| Annual return | 13.37% | 625.80%-612.4pp | 1492.73%-1479.4pp | 116.85%-103.5pp |
| Employer contribution / active EE | $1,189 | $2,557-53.5% | $2,960-59.8% | $2,427-51.0% |
| Participant deferral / active EE | $1,634 | $3,303-50.5% | $4,276-61.8% | $4,046-59.6% |
| Admin fee / account holder | $399 | $516-22.6% | $5,949-93.3% | $626-36.3% |