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 7-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 Service code 13 · EIN 59-3092339 822 A1A N. SUITE 211 · PONTE VEDRA BEACH, FL 32082 | Contract Administrator | $72,964 |
KINWELL LLC1 year Service code 26 · EIN 82-2977833 608 ROYALL AVE · MOUNT PLEASANT, SC 29464 | Advisory (Participants) | $35,480 |
HEALTHEQUITY RETIREMENT SERVICES2+ years Service code 14 · EIN 82-1222973 15 W SCENIC POINTE DR. · DRAPER, UT 84020 | Plan Administrator | $23,092 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 717 17TH STREET · DENVER, CO 80202 | Securities Custodian | $2,309 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,898 | $40,174-60.4% | $84,015-81.1% | $67,579-76.5% |
| Participation rate | 66.5% | 62.7%+3.8pp | 69.0%-2.5pp | 71.3%-4.8pp |
| Annual return | 55.21% | 25.82%+29.4pp | 71.31%-16.1pp | 378.56%-323.3pp |
| Employer contribution / active EE | $920 | $808+13.9% | $1,983-53.6% | $2,148-57.2% |
| Participant deferral / active EE | $2,483 | $2,301+7.9% | $3,239-23.3% | $3,539-29.8% |
| Admin fee / account holder | $198 | $128+54.1% | $6,101-96.8% | $142+38.9% |