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 |
|---|---|---|
Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 12 · EIN 59-3092339 | Claims processing; Consulting (pensio... | $20,647 |
Filed as: CHARTER WEALTH MANAGEMENT Service code 27 · EIN 45-4433073 | Advisory (Plan) | $20,000 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 12 · EIN 82-3967259 | Claims processing; Other investment f... | $0 |
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 | $93,168 | $91,190+2.2% | $178,490-47.8% | $79,858+16.7% |
| Participation rate | 96.7% | 69.2%+27.5pp | 81.9%+14.8pp | 69.6%+27.1pp |
| Annual return | 14.38% | 24.19%-9.8pp | 151.07%-136.7pp | 31.71%-17.3pp |
| Employer contribution / active EE | $7,321 | $3,256+124.8% | $5,011+46.1% | $2,471+196.3% |
| Participant deferral / active EE | $12,728 | $3,236+293.3% | $5,202+144.7% | $3,740+240.3% |
| Admin fee / account holder | $228 | $6,751-96.6% | $13,984-98.4% | $5,306-95.7% |