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 Filed as: TRI STAR TRUST BANK Service code 27 1004 N MICHIGAN AVE. · SAGINAW, MI 48602 | Advisory (Plan) | $53,228 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $17,384 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $126,871 | $71,192+78.2% | $117,854+7.7% | $62,292+103.7% |
| Participation rate | 94.4% | 74.2%+20.2pp | 79.7%+14.8pp | 69.5%+24.9pp |
| Annual return | 17.73% | 18.66%-0.9pp | 335.08%-317.3pp | 28.90%-11.2pp |
| Employer contribution / active EE | $2,222 | $1,934+14.9% | $3,786-41.3% | $2,042+8.8% |
| Participant deferral / active EE | $3,170 | $3,189-0.6% | $4,482-29.3% | $3,1690% |
| Admin fee / account holder | $606 | $587+3.2% | $8,020-92.4% | $479+26.4% |