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 1004 N MICHIGAN AVE · SAGINAW, MI 48602 | Advisory (Plan) | $20,081 |
NEWPORT GROUP, INC.3+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $10,656 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $812 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,694 | $47,977-61.0% | $154,107-87.9% | $56,287-66.8% |
| Participation rate | 72.2% | 66.2%+6.0pp | 83.0%-10.8pp | 69.9%+2.3pp |
| Annual return | 1.91% | 3.54%-1.6pp | 735.12%-733.2pp | -9.96%+11.9pp |
| Employer contribution / active EE | $922 | $2,169-57.5% | $5,298-82.6% | $2,111-56.3% |
| Participant deferral / active EE | $2,593 | $2,392+8.4% | $5,081-49.0% | $3,350-22.6% |
| Admin fee / account holder | $168 | $438-61.7% | $13,411-98.7% | $521-67.8% |