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 SERVICES3+ years Service code 13 · EIN 59-3092339 | Contract Administrator | $9,997 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $713 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,805 | $55,453-69.7% | $170,442-90.1% | $62,292-73.0% |
| Participation rate | 43.4% | 66.4%-23.0pp | 83.6%-40.2pp | 69.5%-26.2pp |
| Annual return | 17.08% | 21.38%-4.3pp | 205.93%-188.9pp | 28.90%-11.8pp |
| Employer contribution / active EE | $453 | $2,164-79.1% | $5,433-91.7% | $2,042-77.8% |
| Participant deferral / active EE | $565 | $2,303-75.5% | $4,939-88.6% | $3,169-82.2% |
| Admin fee / account holder | $173 | $455-61.9% | $13,880-98.8% | $479-63.8% |