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 13 · EIN 59-3092339 | Contract Administrator | $20,815 |
Service code 26 · EIN 23-2383285 | Advisory (Participants) | $20,000 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $7,136 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE TRUST CO 20-0937408 Service code 19 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $72,800 | $52,953+37.5% | $172,739-57.9% | $65,185+11.7% |
| Participation rate | 93.3% | 66.2%+27.1pp | 82.6%+10.7pp | 70.2%+23.1pp |
| Annual return | 24.68% | 30.12%-5.4pp | 802.84%-778.2pp | 29.38%-4.7pp |
| Employer contribution / active EE | $5,086 | $2,190+132.3% | $5,143-1.1% | $2,177+133.7% |
| Participant deferral / active EE | $8,113 | $2,471+228.4% | $5,198+56.1% | $3,514+130.9% |
| Admin fee / account holder | $231 | $472-51.1% | $13,954-98.3% | $847-72.8% |