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 |
|---|---|---|
Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 13 · EIN 20-4548831 202 MONTROSE W AVE · AKRON, OH 44321 | Contract Administrator | $22,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,796 | $45,031-64.9% | $84,966-81.4% | $77,643-79.7% |
| Participation rate | 27.2% | 48.7%-21.5pp | 67.5%-40.3pp | 70.6%-43.4pp |
| Annual return | 8.42% | 79.22%-70.8pp | 66.38%-58.0pp | 31.24%-22.8pp |
| Employer contribution / active EE | $369 | $1,609-77.0% | $2,727-86.5% | $2,726-86.4% |
| Participant deferral / active EE | $654 | $2,807-76.7% | $4,519-85.5% | $4,647-85.9% |
| Admin fee / account holder | $199 | $912-78.2% | $6,149-96.8% | $430-53.8% |