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 |
|---|---|---|
TRISTAR PENSION LTD11+ years Filed as: TRISTAR PENSION CONSULTING Service code 13 · EIN 73-1553813 | Contract Administrator | $51,024 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,348 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,135 | $131,639-20.1% | $112,040-6.2% | $103,975+1.1% |
| Participation rate | 93.6% | 88.3%+5.3pp | 76.5%+17.1pp | 72.5%+21.1pp |
| Annual return | 11.82% | 14.57%-2.8pp | 24.52%-12.7pp | 19.41%-7.6pp |
| Employer contribution / active EE | $2,235 | $3,865-42.2% | $2,954-24.3% | $3,722-40.0% |
| Participant deferral / active EE | $5,634 | $6,986-19.4% | $5,098+10.5% | $5,343+5.4% |
| Admin fee / account holder | $46 | $134-65.8% | $12,098-99.6% | $332-86.2% |