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 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 SERVICES2 years Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 12 · EIN 59-3092339 | Consulting (pension); Recordkeeping a... | $21,225 |
Service code 12 · EIN 82-1222973 | Plan Administrator; Direct payment fr... | $18,908 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST COMPANY (PHOENIX) Service code 19 · EIN 75-3182674 | Securities Custodian | $2,269 |
MATRIX TRUST COMPANY2 years Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,511 | $36,939+9.7% | $80,716-49.8% | $93,030-56.5% |
| Participation rate | 10.3% | 32.6%-22.3pp | 54.2%-43.9pp | 73.9%-63.6pp |
| Annual return | 14.65% | 17.55%-2.9pp | 87.28%-72.6pp | 158.70%-144.1pp |
| Employer contribution / active EE | $195 | $455-57.2% | $1,160-83.2% | $2,706-92.8% |
| Participant deferral / active EE | $442 | $1,044-57.7% | $2,146-79.4% | $4,562-90.3% |
| Admin fee / account holder | $212 | $162+31.3% | $3,380-93.7% | $152+39.9% |