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; Claims processing; Re... | $17,943 |
PACIFIC HR, INC.1 year Service code 12 · EIN 77-0235281 | Other services; Claims processing; Ot... | $11,154 |
SKIBBIE CPA, INC.2 years Service code 10 · EIN 27-0851321 | Accounting | $7,000 |
BKS RETIREMENT SERVICES1 year Service code 17 · EIN 84-1921272 | Pension Consulting | $6,196 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $925 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,508 | $104,475-45.0% | $159,436-63.9% | $79,386-27.6% |
| Participation rate | 18.5% | 76.6%-58.1pp | 82.8%-64.3pp | 70.7%-52.2pp |
| Annual return | 12.95% | 67.95%-55.0pp | 263.57%-250.6pp | 116.85%-103.9pp |
| Employer contribution / active EE | $322 | $3,417-90.6% | $4,829-93.3% | $2,427-86.7% |
| Participant deferral / active EE | $814 | $6,467-87.4% | $7,352-88.9% | $4,046-79.9% |
| Admin fee / account holder | $1,029 | $711+44.7% | $10,799-90.5% | $626+64.3% |