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 |
|---|---|---|
JARRED BUNCH CONSULTING1 year Filed as: JARRED BUNCH CONSULTING, LLC Service code 26 · EIN 81-1661697 | Advisory (Participants) | $44,710 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $8,962 |
Filed as: BLUESTAR RETIREMENT PLAN SERVICES Service code 13 · EIN 59-3092339 | Contract Administrator | $3,355 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $134,971 | $73,102+84.6% | $123,544+9.2% | $56,287+139.8% |
| Participation rate | 89.6% | 74.3%+15.3pp | 82.3%+7.3pp | 69.9%+19.7pp |
| Annual return | -4.50% | 3.01%-7.5pp | 119.20%-123.7pp | -9.96%+5.5pp |
| Employer contribution / active EE | $8,897 | $2,977+198.9% | $4,628+92.2% | $2,111+321.4% |
| Participant deferral / active EE | $8,560 | $5,423+57.9% | $6,426+33.2% | $3,350+155.5% |
| Admin fee / account holder | $356 | $554-35.6% | $9,284-96.2% | $521-31.6% |