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 BANK4 years Service code 26 200 E.MAIN STREET · MIDLAND, MI 48640 | Advisory (Participants) | $29,419 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $13,699 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,180 | $58,264+1.6% | $86,612-31.7% | $71,457-17.2% |
| Participation rate | 50.0% | 65.0%-15.0pp | 71.7%-21.7pp | 67.9%-17.9pp |
| Annual return | 18.94% | 21.63%-2.7pp | 591.07%-572.1pp | 28.85%-9.9pp |
| Employer contribution / active EE | $1,268 | $2,574-50.7% | $3,022-58.0% | $2,588-51.0% |
| Participant deferral / active EE | $2,293 | $3,436-33.3% | $4,438-48.3% | $4,289-46.5% |
| Admin fee / account holder | $424 | $1,057-59.9% | $5,614-92.5% | $1,587-73.3% |