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 4-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 |
|---|---|---|
INVST1+ years Service code 26 · EIN 81-1661697 | Advisory (Participants) | $42,753 |
BLUESTAR RETIREMENT SERVICES1+ years Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 12 · EIN 59-3092339 | Consulting (pension); Participant com... | $26,187 |
BODINE PERRY1+ years Filed as: BODINE PERRY, PLLC Service code 10 · EIN 83-3033790 | Accounting | $9,000 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $1,841 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,790 | $56,485-43.7% | $185,823-82.9% | $86,799-63.4% |
| Participation rate | 62.4% | 65.5%-3.1pp | 81.7%-19.3pp | 72.3%-9.9pp |
| Annual return | 17.58% | 118.04%-100.5pp | 122.05%-104.5pp | 97.91%-80.3pp |
| Employer contribution / active EE | $1,522 | $1,843-17.4% | $5,167-70.6% | $2,405-36.7% |
| Participant deferral / active EE | $3,501 | $2,553+37.1% | $5,568-37.1% | $4,131-15.3% |
| Admin fee / account holder | $240 | $150+60.4% | $16,237-98.5% | $170+41.5% |