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 |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $250 |
TRISTAR PENSION LTD1 year Filed as: TRISTAR PENSION CONSULTING Service code 15 9150 NORTH MAY AVE SUITE A · OKLAHOMA CITY, OK 73120 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,739 | $66,310-77.8% | $93,606-84.3% | $65,185-77.4% |
| Participation rate | 35.1% | 74.0%-38.8pp | 75.8%-40.7pp | 70.2%-35.1pp |
| Annual return | 25.74% | 42.58%-16.8pp | 32.76%-7.0pp | 29.38%-3.6pp |
| Employer contribution / active EE | $630 | $2,012-68.7% | $2,718-76.8% | $2,177-71.1% |
| Participant deferral / active EE | $1,624 | $3,342-51.4% | $4,069-60.1% | $3,514-53.8% |
| Admin fee / account holder | $132 | $6,897-98.1% | $7,888-98.3% | $847-84.4% |