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 9-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 SERVICES5+ years Service code 13 · EIN 59-3092339 | Contract Administrator | $166,125 |
FIDUCIARY INVESTMENT ADVISORS5+ years Filed as: FIDUCIARY PARTNERS INVESTMENT CONSU Service code 26 · EIN 26-1370206 | Advisory (Participants) | $19,762 |
Service code 16 · EIN 51-0595589 | Consulting | $19,532 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $12,306 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,927 | $41,617-1.7% | $84,611-51.6% | $77,787-47.4% |
| Participation rate | 60.0% | 45.0%+15.0pp | 68.2%-8.2pp | 73.2%-13.2pp |
| Annual return | 47.91% | 24.97%+22.9pp | 258.74%-210.8pp | 32.57%+15.3pp |
| Employer contribution / active EE | $899 | $1,061-15.2% | $2,652-66.1% | $2,504-64.1% |
| Participant deferral / active EE | $2,001 | $2,129-6.0% | $3,899-48.7% | $3,967-49.6% |
| Admin fee / account holder | $249 | $121+105.4% | $4,912-94.9% | $100+148.4% |