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 and information managem... | $13,687 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $916 |
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 | $21,380 | $52,953-59.6% | $172,739-87.6% | $65,185-67.2% |
| Participation rate | 34.8% | 66.2%-31.3pp | 82.6%-47.8pp | 70.2%-35.4pp |
| Annual return | 23.51% | 30.12%-6.6pp | 802.84%-779.3pp | 29.38%-5.9pp |
| Employer contribution / active EE | $417 | $2,190-80.9% | $5,143-91.9% | $2,177-80.8% |
| Participant deferral / active EE | $564 | $2,471-77.2% | $5,198-89.1% | $3,514-83.9% |
| Admin fee / account holder | $226 | $472-52.1% | $13,954-98.4% | $847-73.3% |