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 |
|---|---|---|
INVST1 year Service code 26 · EIN 81-1661697 | Advisory (Participants) | $45,572 |
BLUESTAR RETIREMENT SERVICES2 years Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 12 · EIN 59-3092339 P.O. BOX 2349 · PONTE VERDE BEACH, FL 32004 | Participant communication; Recordkeep... | $28,732 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,487 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,888 | $63,745+11.2% | $98,442-28.0% | $79,386-10.7% |
| Participation rate | 98.1% | 69.9%+28.2pp | 73.3%+24.8pp | 70.7%+27.4pp |
| Annual return | 14.96% | 625.80%-610.8pp | 1492.73%-1477.8pp | 116.85%-101.9pp |
| Employer contribution / active EE | $1,640 | $2,557-35.9% | $2,960-44.6% | $2,427-32.5% |
| Participant deferral / active EE | $4,450 | $3,303+34.7% | $4,276+4.1% | $4,046+10.0% |
| Admin fee / account holder | $294 | $516-43.0% | $5,949-95.1% | $626-53.1% |