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) | $38,836 |
Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 12 · EIN 59-3092339 P.O. BOX 2349 · PONTE VERDE BEACH, FL 32004 | Consulting (pension); Claims processi... | $32,166 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $4,869 |
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 | $63,264 | $66,124-4.3% | $90,404-30.0% | $73,488-13.9% |
| Participation rate | 97.7% | 69.7%+28.0pp | 72.7%+25.0pp | 70.7%+27.0pp |
| Annual return | 14.63% | 17.65%-3.0pp | 1293.02%-1278.4pp | 28.51%-13.9pp |
| Employer contribution / active EE | $1,790 | $2,346-23.7% | $3,262-45.1% | $2,270-21.1% |
| Participant deferral / active EE | $4,247 | $3,039+39.7% | $3,963+7.1% | $3,740+13.6% |
| Admin fee / account holder | $269 | $396-32.1% | $5,611-95.2% | $513-47.6% |