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 PLAN SERVICES Service code 26 · EIN 59-3092339 | Advisory (Participants) | $28,150 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4,205 |
Service code 55 1818 MARKET ST STE 3400 · PHILADELPHIA, PA 191033656 | Other Commissions | $0 |
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 | $138,134 | $80,753+71.1% | $136,294+1.4% | $62,292+121.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.55% | 35.83%-16.3pp | 5155.94%-5136.4pp | 28.90%-9.3pp |
| Employer contribution / active EE | $8,575 | $2,884+197.4% | $4,695+82.6% | $2,042+319.9% |
| Participant deferral / active EE | $8,270 | $5,164+60.1% | $6,247+32.4% | $3,169+160.9% |
| Admin fee / account holder | $180 | $525-65.8% | $9,243-98.1% | $479-62.5% |