See peer percentile detail. $4.99 for your first month.
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See the 10-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 SERVICES5+ years Service code 13 · EIN 59-3092339 822 A1A N. SUITE 211 · PONTE VEDRA BEACH, FL 32082 | Contract Administrator | $15,785 |
Service code 14 · EIN 82-1222973 15 W SCENIC POINTE DR. · DRAPER, UT 84020 | Plan Administrator | $8,568 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 717 17TH STREET · DENVER, CO 80202 | Securities Custodian | $1,302 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $32,819 | $26,479+23.9% | $74,701-56.1% | $77,787-57.8% |
| Participation rate | 9.3% | 37.6%-28.4pp | 54.5%-45.2pp | 73.2%-64.0pp |
| Annual return | 21.40% | 38.31%-16.9pp | 752.92%-731.5pp | 32.57%-11.2pp |
| Employer contribution / active EE | $176 | $440-60.0% | $1,084-83.8% | $2,504-93.0% |
| Participant deferral / active EE | $378 | $1,074-64.8% | $1,964-80.7% | $3,967-90.5% |
| Admin fee / account holder | $170 | $119+42.8% | $3,333-94.9% | $100+69.9% |