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 8-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 SERVICES1 year Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 12 · EIN 59-3092339 | Other services; Recordkeeping fees; O... | $128,963 |
RETIREMENT ESTATE ADVISORS & PROFES1 year Service code 26 · EIN 26-1709559 | Advisory (Participants) | $5,397 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $420 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,585 | $45,719-74.7% | $96,139-87.9% | $93,030-87.5% |
| Participation rate | 33.6% | 45.8%-12.3pp | 68.4%-34.9pp | 73.9%-40.3pp |
| Annual return | 984997.82% | 3211.95%+981785.9pp | 191.94%+984805.9pp | 158.70%+984839.1pp |
| Employer contribution / active EE | $6 | $1,139-99.5% | $2,797-99.8% | $2,706-99.8% |
| Participant deferral / active EE | $539 | $2,344-77.0% | $4,349-87.6% | $4,562-88.2% |
| Admin fee / account holder | $127 | $128-0.5% | $5,537-97.7% | $152-16.0% |