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 | Recordkeeping fees; Other fees; Recor... | $7,860 |
REGIONS BANK1 year Service code 26 · EIN 63-0371391 | Advisory (Participants) | $6,295 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $1,391 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $444 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 66 | Other insurance wrap fees; Insurance ... | $363 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,501 | $52,279-9.1% | $89,391-46.9% | $79,858-40.5% |
| Participation rate | 63.2% | 57.5%+5.7pp | 68.0%-4.8pp | 69.6%-6.4pp |
| Annual return | 10.80% | 22.16%-11.4pp | 245.62%-234.8pp | 31.71%-20.9pp |
| Employer contribution / active EE | $1,128 | $1,572-28.2% | $2,586-56.4% | $2,471-54.4% |
| Participant deferral / active EE | $2,497 | $2,740-8.9% | $3,890-35.8% | $3,740-33.2% |
| Admin fee / account holder | $182 | $3,356-94.6% | $4,881-96.3% | $5,306-96.6% |