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 SERVICES4+ years Service code 13 · EIN 59-3092339 | Contract Administrator | $11,486 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $644 |
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.
Annual investment return 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,791 | $47,977-67.1% | $154,107-89.8% | $56,287-71.9% |
| Participation rate | 35.2% | 66.2%-31.0pp | 83.0%-47.8pp | 69.9%-34.6pp |
| Annual return | -7.95% | 3.54%-11.5pp | 735.12%-743.1pp | -9.96%+2.0pp |
| Employer contribution / active EE | $388 | $2,169-82.1% | $5,298-92.7% | $2,111-81.6% |
| Participant deferral / active EE | $539 | $2,392-77.4% | $5,081-89.4% | $3,350-83.9% |
| Admin fee / account holder | $184 | $438-58.1% | $13,411-98.6% | $521-64.7% |