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 27 200 E. MAIN STREET · MIDLAND, MI 48640 | Advisory (Plan) | $126,435 |
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $81,344 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $18,342 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,538 | $65,908+4.0% | $81,812-16.2% | $77,643-11.7% |
| Participation rate | 66.7% | 65.8%+0.9pp | 72.3%-5.7pp | 70.6%-3.9pp |
| Annual return | 41.75% | 26.64%+15.1pp | 773.79%-732.0pp | 31.24%+10.5pp |
| Employer contribution / active EE | $1,890 | $2,370-20.3% | $2,912-35.1% | $2,726-30.7% |
| Participant deferral / active EE | $3,635 | $3,505+3.7% | $4,319-15.8% | $4,647-21.8% |
| Admin fee / account holder | $337 | $526-36.0% | $7,386-95.4% | $430-21.7% |