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 BANK1+ years Service code 27 1004 N. MICHIGAN · SAGINAW, MI 48602 | Advisory (Plan) | $103,510 |
DAILYACCCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $26,335 |
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 | $76,215 | $50,498+50.9% | $75,781+0.6% | $55,191+38.1% |
| Participation rate | 84.6% | 69.4%+15.1pp | 75.8%+8.7pp | 69.2%+15.4pp |
| Annual return | -0.32% | 1.80%-2.1pp | 9.68%-10.0pp | 10.78%-11.1pp |
| Employer contribution / active EE | $1,486 | $2,291-35.1% | $3,323-55.3% | $1,899-21.7% |
| Participant deferral / active EE | $4,222 | $2,589+63.1% | $3,651+15.6% | $3,046+38.6% |
| Admin fee / account holder | $377 | $123+206.8% | $5,299-92.9% | $91+315.8% |