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 |
|---|---|---|
LPL FINANCIAL1 year Service code 26 · EIN 95-2834236 | Advisory (Participants) | $38,055 |
Filed as: BLUESTAR RETIREMENT PLAN SERVICES Service code 13 · EIN 59-3092339 | Contract Administrator | $16,273 |
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 | $52,716 | $82,978-36.5% | $129,995-59.4% | $71,457-26.2% |
| Participation rate | 97.1% | 74.1%+23.0pp | 78.5%+18.6pp | 67.9%+29.1pp |
| Annual return | 14.94% | 20.60%-5.7pp | -137.18%+152.1pp | 28.85%-13.9pp |
| Employer contribution / active EE | $2,451 | $2,622-6.5% | $4,320-43.3% | $2,588-5.3% |
| Participant deferral / active EE | $2,984 | $4,432-32.7% | $5,820-48.7% | $4,289-30.4% |
| Admin fee / account holder | $453 | $1,729-73.8% | $10,614-95.7% | $1,587-71.4% |