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 |
|---|---|---|
FINANCIAL INSIGHT CENTER1 year Service code 26 · EIN 27-2207344 3115 E. LION LANE · SALT LAKE CITY, UT 84121 | Advisory (Participants) | $23,932 |
BLUESTAR RETIREMENT SERVICES2 years Service code 13 · EIN 59-3092339 822 A1A N. SUITE 211 · PONTE VEDRA BEACH, FL 32082 | Contract Administrator | $12,891 |
Service code 14 · EIN 82-1222973 15 W SCENIC POINTE DR. · DRAPER, UT 84020 | Plan Administrator | $10,497 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 717 17TH STREET · DENVER, CO 80202 | Securities Custodian | $1,260 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $37,582 | $50,175-25.1% | $99,443-62.2% | $65,185-42.3% |
| Participation rate | 82.1% | 68.4%+13.6pp | 73.8%+8.2pp | 70.2%+11.9pp |
| Annual return | 22.37% | 25.36%-3.0pp | 30.72%-8.4pp | 29.38%-7.0pp |
| Employer contribution / active EE | $1,412 | $1,496-5.6% | $2,540-44.4% | $2,177-35.1% |
| Participant deferral / active EE | $3,052 | $2,748+11.1% | $3,619-15.7% | $3,514-13.2% |
| Admin fee / account holder | $377 | $398-5.3% | $6,250-94.0% | $847-55.5% |