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 |
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 | $105,135 | $128,899-18.4% | $113,168-7.1% | $102,872+2.2% |
| Participation rate | 93.6% | 87.0%+6.6pp | 76.6%+17.1pp | 73.0%+20.6pp |
| Annual return | 11.82% | 15.88%-4.1pp | 24.27%-12.5pp | 19.06%-7.2pp |
| Employer contribution / active EE | $2,235 | $3,713-39.8% | $2,975-24.9% | $3,526-36.6% |
| Participant deferral / active EE | $5,634 | $6,787-17.0% | $5,107+10.3% | $5,535+1.8% |
| Admin fee / account holder | $46 | $129-64.5% | $12,068-99.6% | $292-84.3% |