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 CENTER2 years Service code 27 · EIN 27-2207344 | Advisory (Plan) | $27,010 |
Service code 12 · EIN 82-1222973 | Named fiduciary; Participant loan pro... | $11,847 |
Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 12 · EIN 59-3092339 | Recordkeeping and information managem... | $7,481 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $1,059 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $362 |
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 | $47,181 | $63,861-26.1% | $104,607-54.9% | $79,858-40.9% |
| Participation rate | 79.2% | 64.9%+14.2pp | 74.1%+5.1pp | 69.6%+9.5pp |
| Annual return | 11.62% | 21.30%-9.7pp | 340.46%-328.8pp | 31.71%-20.1pp |
| Employer contribution / active EE | $987 | $1,588-37.9% | $2,681-63.2% | $2,471-60.1% |
| Participant deferral / active EE | $3,501 | $2,693+30.0% | $3,740-6.4% | $3,740-6.4% |
| Admin fee / account holder | $428 | $4,185-89.8% | $6,473-93.4% | $5,306-91.9% |