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 |
|---|---|---|
BLUESTAR RETIREMENT SERVICES3 years Service code 12 · EIN 59-3092339 | Direct payment from the plan; Partici... | $24,312 |
Service code 26 · EIN 35-2569659 | Advisory (Participants) | $16,277 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $3,116 |
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 | $52,322 | $73,638-28.9% | $95,952-45.5% | $73,488-28.8% |
| Participation rate | 92.7% | 76.2%+16.5pp | 77.1%+15.6pp | 70.7%+22.0pp |
| Annual return | 14.68% | 16.78%-2.1pp | 91.61%-76.9pp | 28.51%-13.8pp |
| Employer contribution / active EE | $985 | $1,863-47.2% | $2,541-61.3% | $2,270-56.6% |
| Participant deferral / active EE | $2,499 | $3,617-30.9% | $4,167-40.0% | $3,740-33.2% |
| Admin fee / account holder | $246 | $482-49.1% | $6,795-96.4% | $513-52.1% |