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 SERVICES3+ years Filed as: BLUESTAR RETIREMENT PLAN SERVICES Service code 13 · EIN 59-3092339 | Contract Administrator | $87,470 |
FIDUCIARY INVESTMENT ADVISORS3+ 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.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $7,449 |
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.
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 | $24,466 | $44,989-45.6% | $170,442-85.6% | $77,958-68.6% |
| Participation rate | 13.5% | 64.6%-51.1pp | 83.6%-70.1pp | 71.6%-58.1pp |
| Annual return | 17.62% | 19.61%-2.0pp | 205.93%-188.3pp | 20.87%-3.2pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,433-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $431 | $2,208-80.5% | $4,939-91.3% | $3,537-87.8% |
| Admin fee / account holder | $167 | $69+141.5% | $13,880-98.8% | $97+71.0% |