See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JARRED BUNCH CONSULTING3 years Filed as: JARRED BUNCH CONSULTING, LLC Service code 26 · EIN 81-1661697 | Advisory (Participants) | $51,503 |
BLUESTAR RETIREMENT SERVICES1 year Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 12 · EIN 59-3092339 | Consulting (pension); Recordkeeping f... | $10,507 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $10,291 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,354 | $99,957+76.4% | $149,696+17.8% | $73,488+140.0% |
| Participation rate | 93.0% | 75.7%+17.3pp | 82.5%+10.5pp | 70.7%+22.3pp |
| Annual return | 15.89% | 53.87%-38.0pp | 276.60%-260.7pp | 28.51%-12.6pp |
| Employer contribution / active EE | $3,938 | $3,191+23.4% | $4,644-15.2% | $2,270+73.5% |
| Participant deferral / active EE | $10,259 | $6,073+68.9% | $6,842+49.9% | $3,740+174.3% |
| Admin fee / account holder | $408 | $551-25.8% | $9,309-95.6% | $513-20.4% |