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 5-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: FIDUCIARY CONSULTING GROUP, INC. Service code 14 · EIN 20-2807852 | Plan Administrator | $19,850 |
RIDGELINE FINANCIAL PARTNERS1 year Service code 26 · EIN 47-3007441 | Advisory (Participants) | $11,778 |
BLUESTAR RETIREMENT SERVICES1 year Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 12 · EIN 59-3092339 | Consulting (pension); Recordkeeping a... | $11,013 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,421 | $77,660-22.2% | $109,143-44.6% | $79,386-23.9% |
| Participation rate | 73.9% | 67.8%+6.1pp | 75.9%-2.0pp | 70.7%+3.2pp |
| Annual return | 13.69% | 23.44%-9.8pp | 25.75%-12.1pp | 116.85%-103.2pp |
| Employer contribution / active EE | $2,988 | $2,797+6.8% | $3,722-19.7% | $2,427+23.1% |
| Participant deferral / active EE | $2,767 | $3,518-21.3% | $4,653-40.5% | $4,046-31.6% |
| Admin fee / account holder | $436 | $732-40.5% | $6,752-93.5% | $626-30.4% |