See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 12 · EIN 59-3092339 | Recordkeeping fees; Other fees; Recor... | $90,798 |
KINWELL LLC2 years Service code 27 · EIN 82-2977833 | Advisory (Plan) | $54,038 |
HEALTHEQUITY RETIREMENT SERVICES3+ years Service code 12 · EIN 82-1222973 | Direct payment from the plan; Plan Ad... | $33,085 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $2,506 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $802 |
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 | $20,206 | $43,466-53.5% | $90,951-77.8% | $90,288-77.6% |
| Participation rate | 86.9% | 62.5%+24.5pp | 69.0%+17.9pp | 73.4%+13.6pp |
| Annual return | 114.65% | 25.26%+89.4pp | 134.60%-19.9pp | 53.97%+60.7pp |
| Employer contribution / active EE | $909 | $840+8.3% | $2,122-57.1% | $2,524-64.0% |
| Participant deferral / active EE | $2,473 | $2,138+15.7% | $3,373-26.7% | $4,232-41.6% |
| Admin fee / account holder | $145 | $92+57.7% | $5,959-97.6% | $114+27.0% |