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 |
|---|---|---|
Filed as: BLUESTAR RETIREMENT SERVICES, INC Service code 12 · EIN 59-3092339 | Other services; Contract Administrato... | $23,699 |
Filed as: CANNON FINANCIAL STRATEGISTS Service code 26 · EIN 58-2608124 | Advisory (Participants) | $9,533 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,343 | $41,647-75.2% | $96,139-89.2% | $86,799-88.1% |
| Participation rate | 65.5% | 50.2%+15.2pp | 68.4%-3.0pp | 72.3%-6.8pp |
| Annual return | 13.49% | 27.24%-13.8pp | 191.94%-178.5pp | 97.91%-84.4pp |
| Employer contribution / active EE | $797 | $1,318-39.5% | $2,797-71.5% | $2,405-66.9% |
| Participant deferral / active EE | $1,061 | $2,412-56.0% | $4,349-75.6% | $4,131-74.3% |
| Admin fee / account holder | $115 | $169-31.9% | $5,537-97.9% | $170-31.9% |