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 SERVICES2 years Filed as: BLUESTAR RETIREMENT SERVICES,INC. Service code 12 · EIN 59-3092339 | Other services; Claims processing; Re... | $122,121 |
BKS RETIREMENT SERVICES2 years Service code 17 · EIN 84-1921272 | Pension Consulting | $45,352 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,147 |
KCOE ISOM, LLP1 year Filed as: KCOE , LLP Service code 10 · EIN 48-0567703 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,898 | $41,647+22.2% | $96,139-47.1% | $86,799-41.4% |
| Participation rate | 57.9% | 50.2%+7.7pp | 68.4%-10.5pp | 72.3%-14.4pp |
| Annual return | 13.26% | 27.24%-14.0pp | 191.94%-178.7pp | 97.91%-84.6pp |
| Employer contribution / active EE | $1,048 | $1,318-20.4% | $2,797-62.5% | $2,405-56.4% |
| Participant deferral / active EE | $2,472 | $2,412+2.5% | $4,349-43.1% | $4,131-40.2% |
| Admin fee / account holder | $265 | $169+56.3% | $5,537-95.2% | $170+56.1% |