See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CURAFIN ADVISORS1+ years Service code 16 15333 N. PIMA ROAD, SUITE 200 · SCOTTSDALE, AZ 85260 | Consulting | $30,702 |
BLUESTAR RETIREMENT SERVICES1+ years Service code 13 822 A1A N., SUITE 211 · PONTE VEDRA, FL 32082 | Contract Administrator | $13,788 |
MGKS1+ years Service code 15 7600 NORTH 16TH STREET · PHOENIX, AZ 85020 | Recordkeeping | $7,005 |
ONE CHARLES PRIVATE WEALTH1+ years Service code 26 99 DERBY STREET · HINGHAM, MA 02043 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $28,543 | $56,485-49.5% | $185,823-84.6% | $86,799-67.1% |
| Participation rate | 53.0% | 65.5%-12.5pp | 81.7%-28.7pp | 72.3%-19.3pp |
| Annual return | 17.85% | 118.04%-100.2pp | 122.05%-104.2pp | 97.91%-80.1pp |
| Employer contribution / active EE | $961 | $1,843-47.9% | $5,167-81.4% | $2,405-60.1% |
| Participant deferral / active EE | $2,141 | $2,553-16.2% | $5,568-61.6% | $4,131-48.2% |
| Admin fee / account holder | $310 | $150+107.2% | $16,237-98.1% | $170+82.8% |