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 |
|---|---|---|
Service code 27 · EIN 37-0048650 | Advisory (Plan) | $42,869 |
Filed as: BLUESTAR RETIREMENT PLAN SERVICES Service code 13 · EIN 59-3092339 | Contract Administrator | $13,896 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $1,173 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,337 | $88,083-39.4% | $164,813-67.6% | $74,495-28.4% |
| Participation rate | 97.2% | 73.0%+24.2pp | 78.6%+18.6pp | 67.2%+30.0pp |
| Annual return | 10.83% | 17.26%-6.4pp | 69.93%-59.1pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $2,336 | $2,593-9.9% | $4,341-46.2% | $2,623-10.9% |
| Participant deferral / active EE | $2,871 | $4,498-36.2% | $6,031-52.4% | $4,346-33.9% |
| Admin fee / account holder | $436 | $2,234-80.5% | $12,690-96.6% | $1,942-77.5% |