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 |
|---|---|---|
Service code 27 · EIN 65-1306741 | Advisory (Plan) | $7,021 |
Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 12 · EIN 59-3092339 | Recordkeeping and information managem... | $6,510 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $1,695 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $411 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,448 | $100,801-78.7% | $149,696-85.7% | $73,409-70.8% |
| Participation rate | 71.5% | 77.7%-6.2pp | 82.5%-11.0pp | 72.2%-0.7pp |
| Annual return | 48.86% | 265.34%-216.5pp | 276.60%-227.7pp | 59.29%-10.4pp |
| Employer contribution / active EE | $2,098 | $3,312-36.6% | $4,644-54.8% | $2,234-6.1% |
| Participant deferral / active EE | $4,937 | $6,404-22.9% | $6,842-27.8% | $3,805+29.7% |
| Admin fee / account holder | $28 | $181-84.4% | $9,309-99.7% | $158-82.1% |