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 BANK2+ years Service code 27 1004 N MICHIGAN AVE · SAGINAW, MI 48602 | Advisory (Plan) | $17,412 |
NEWPORT GROUP, INC.2+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $14,663 |
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 | $19,843 | $55,453-64.2% | $170,442-88.4% | $62,292-68.1% |
| Participation rate | 76.3% | 66.4%+9.9pp | 83.6%-7.3pp | 69.5%+6.7pp |
| Annual return | 16.52% | 21.38%-4.9pp | 205.93%-189.4pp | 28.90%-12.4pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,065 | $2,303-10.3% | $4,939-58.2% | $3,169-34.8% |
| Admin fee / account holder | $188 | $455-58.8% | $13,880-98.6% | $479-60.9% |