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 BANK3 years Service code 26 200 E.MAIN STREET · MIDLAND, MI 48640 | Advisory (Participants) | $21,305 |
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $12,434 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,636 | $51,197+2.8% | $82,719-36.4% | $66,914-21.3% |
| Participation rate | 46.6% | 67.8%-21.2pp | 72.6%-26.0pp | 69.8%-23.2pp |
| Annual return | -15.41% | -9.64%-5.8pp | 701.18%-716.6pp | 1.58%-17.0pp |
| Employer contribution / active EE | $808 | $2,611-69.1% | $3,009-73.2% | $2,544-68.2% |
| Participant deferral / active EE | $1,845 | $3,458-46.7% | $4,395-58.0% | $4,237-56.5% |
| Admin fee / account holder | $358 | $416-13.8% | $5,329-93.3% | $593-39.6% |