See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TRI-STAR TRUST BANK8+ years Service code 27 · EIN 38-3563619 | Advisory (Plan) | $52,920 |
NEWPORT GROUP, INC.7 years Service code 15 · EIN 27-2037969 | Recordkeeping | $32,334 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,311 | $65,435+33.4% | $86,677+0.7% | $66,914+30.5% |
| Participation rate | 98.7% | 75.5%+23.3pp | 76.6%+22.1pp | 69.8%+28.9pp |
| Annual return | -16.26% | -10.89%-5.4pp | 35.91%-52.2pp | 1.58%-17.8pp |
| Employer contribution / active EE | $2,702 | $2,153+25.5% | $2,836-4.7% | $2,544+6.2% |
| Participant deferral / active EE | $6,815 | $4,100+66.2% | $4,656+46.4% | $4,237+60.8% |
| Admin fee / account holder | $428 | $642-33.2% | $7,493-94.3% | $593-27.8% |