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 BANK6+ years Service code 27 · EIN 38-3563619 | Advisory (Plan) | $42,863 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $30,924 |
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 | $82,872 | $73,638+12.5% | $95,952-13.6% | $73,488+12.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 17.27% | 16.78%+0.5pp | 91.61%-74.3pp | 28.51%-11.2pp |
| Employer contribution / active EE | $1,893 | $1,863+1.6% | $2,541-25.5% | $2,270-16.6% |
| Participant deferral / active EE | $4,671 | $3,617+29.1% | $4,167+12.1% | $3,740+24.9% |
| Admin fee / account holder | $355 | $482-26.4% | $6,795-94.8% | $513-30.9% |