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 5-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 |
|---|---|---|
AT RETIREMENT SERVICES, LLC2 years Service code 12 · EIN 83-3455979 | Recordkeeping fees; Recordkeeping and... | $4,465 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,904 | $73,867+104.3% | $143,757+5.0% | $68,494+120.3% |
| Participation rate | 96.5% | 66.7%+29.9pp | 80.3%+16.2pp | 67.9%+28.6pp |
| Annual return | -15.44% | 1.01%-16.4pp | -0.04%-15.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,485 | $3,184-22.0% | $4,951-49.8% | $2,596-4.3% |
| Participant deferral / active EE | $7,242 | $3,384+114.0% | $5,637+28.5% | $4,027+79.8% |
| Admin fee / account holder | $50 | $5,755-99.1% | $14,673-99.7% | $5,403-99.1% |