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 |
|---|---|---|
Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 12 · EIN 59-3092339 | Recordkeeping fees; Other fees; Contr... | $95,565 |
BKS RETIREMENT SERVICES1 year Service code 26 · EIN 84-1921272 | Advisory (Participants) | $30,000 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $869 |
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 | $34,800 | $56,095-38.0% | $178,490-80.5% | $90,288-61.5% |
| Participation rate | 13.8% | 65.6%-51.7pp | 81.9%-68.1pp | 73.4%-59.5pp |
| Annual return | 15.04% | 28.81%-13.8pp | 151.07%-136.0pp | 53.97%-38.9pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $562 | $2,669-78.9% | $5,202-89.2% | $4,232-86.7% |
| Admin fee / account holder | $177 | $101+75.7% | $13,984-98.7% | $114+55.1% |