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 |
|---|---|---|
BLUESTAR RETIREMENT SERVICES3+ years Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 13 · EIN 59-3092339 | Contract Administrator | $205,234 |
BLUESTAR RETIREMENT ADVISORS3+ years Service code 27 · EIN 20-3000000 | Advisory (Plan) | $44,005 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $18,119 |
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 | $13,426 | $96,458-86.1% | $136,294-90.1% | $77,958-82.8% |
| Participation rate | 63.1% | 75.4%-12.3pp | 81.9%-18.8pp | 71.6%-8.6pp |
| Annual return | 16.78% | 23.78%-7.0pp | 5155.94%-5139.2pp | 20.87%-4.1pp |
| Employer contribution / active EE | $0 | $3,144-100.0% | $4,695-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $2,720 | $5,902-53.9% | $6,247-56.5% | $3,537-23.1% |
| Admin fee / account holder | $110 | $80+36.3% | $9,243-98.8% | $97+12.6% |