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 SERVICES2 years Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 12 · EIN 59-3092339 | Other services; Direct payment from t... | $19,762 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $1,088 |
TD AMERITRADE, INC.6+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $214 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $27,196 | $91,190-70.2% | $178,490-84.8% | $79,858-65.9% |
| Participation rate | 65.1% | 69.2%-4.1pp | 81.9%-16.9pp | 69.6%-4.6pp |
| Annual return | 11.06% | 24.19%-13.1pp | 151.07%-140.0pp | 31.71%-20.6pp |
| Employer contribution / active EE | $1,083 | $3,256-66.8% | $5,011-78.4% | $2,471-56.2% |
| Participant deferral / active EE | $1,342 | $3,236-58.5% | $5,202-74.2% | $3,740-64.1% |
| Admin fee / account holder | $307 | $6,751-95.5% | $13,984-97.8% | $5,306-94.2% |