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 |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: BLUESTAR RETIREMENT PLAN SERVICES Service code 13 · EIN 59-3092339 | Contract Administrator | $73,692 |
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY PARTNERS INVESTMENT CONSU Service code 26 · EIN 26-1370206 | Advisory (Participants) | $15,000 |
Service code 16 · EIN 51-0595589 | Consulting | $15,000 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $6,866 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,773 | $37,039-49.3% | $147,614-87.3% | $59,188-68.3% |
| Participation rate | 13.2% | 63.8%-50.6pp | 84.6%-71.5pp | 69.4%-56.3pp |
| Annual return | -0.66% | 7.19%-7.8pp | 61.98%-62.6pp | 5.51%-6.2pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $375 | $2,094-82.1% | $4,895-92.3% | $3,265-88.5% |
| Admin fee / account holder | $158 | $60+162.3% | $11,611-98.6% | $92+71.3% |