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 · EIN 38-3563619 | Advisory (Plan) | $31,449 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $24,688 |
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 | $57,346 | $64,909-11.7% | $82,313-30.3% | $62,292-7.9% |
| Participation rate | 97.9% | 74.9%+23.0pp | 76.9%+21.0pp | 69.5%+28.4pp |
| Annual return | 20.89% | 21.18%-0.3pp | 25.88%-5.0pp | 28.90%-8.0pp |
| Employer contribution / active EE | $1,684 | $1,676+0.5% | $2,428-30.7% | $2,042-17.5% |
| Participant deferral / active EE | $4,514 | $3,103+45.5% | $3,706+21.8% | $3,169+42.4% |
| Admin fee / account holder | $275 | $440-37.4% | $5,608-95.1% | $479-42.6% |