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 10-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 SERVICES2 years Service code 12 · EIN 59-3092339 | Participant communication; Recordkeep... | $14,394 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,060 | $52,670-73.3% | $90,404-84.4% | $73,409-80.8% |
| Participation rate | 45.5% | 67.7%-22.2pp | 72.7%-27.2pp | 72.2%-26.7pp |
| Annual return | 32.05% | 20.70%+11.3pp | 1293.02%-1261.0pp | 59.29%-27.2pp |
| Employer contribution / active EE | $923 | $1,872-50.7% | $3,262-71.7% | $2,234-58.7% |
| Participant deferral / active EE | $2,117 | $2,807-24.6% | $3,963-46.6% | $3,805-44.4% |
| Admin fee / account holder | $52 | $117-55.3% | $5,611-99.1% | $158-67.0% |