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 |
|---|---|---|
BLUESTAR RETIREMENT SERVICES4 years Service code 12 · EIN 59-3092339 | Consulting (pension); Recordkeeping a... | $24,799 |
CLEAR FINANCIAL STRATEGIES, LLC2 years Service code 27 · EIN 35-2569659 | Advisory (Plan) | $18,956 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $3,623 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,305 | $84,936-30.2% | $111,297-46.7% | $79,386-25.3% |
| Participation rate | 94.4% | 75.9%+18.5pp | 77.3%+17.1pp | 70.7%+23.7pp |
| Annual return | 12.39% | 17.45%-5.1pp | 54.65%-42.3pp | 116.85%-104.5pp |
| Employer contribution / active EE | $1,090 | $1,979-45.0% | $2,731-60.1% | $2,427-55.1% |
| Participant deferral / active EE | $2,807 | $3,888-27.8% | $4,487-37.4% | $4,046-30.6% |
| Admin fee / account holder | $280 | $537-47.8% | $7,964-96.5% | $626-55.2% |