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 12 · EIN 59-3092339 | Recordkeeping fees; Other fees; Other... | $51,274 |
PMD ADVISORY4 years Service code 26 · EIN 20-5897876 | Advisory (Participants) | $18,090 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $2,646 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $330 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $23,794 | $78,781-69.8% | $100,516-76.3% | $73,409-67.6% |
| Participation rate | 41.2% | 80.0%-38.8pp | 79.4%-38.2pp | 72.2%-31.0pp |
| Annual return | 13.54% | 31.69%-18.1pp | 30.89%-17.3pp | 59.29%-45.8pp |
| Employer contribution / active EE | $176 | $2,420-92.7% | $3,418-94.8% | $2,234-92.1% |
| Participant deferral / active EE | $1,579 | $6,537-75.8% | $6,270-74.8% | $3,805-58.5% |
| Admin fee / account holder | $320 | $145+120.2% | $8,081-96.0% | $158+102.7% |