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 8-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 Filed as: H&H RETIREMENT SERVICES, INC. Service code 15 · EIN 20-0346540 | Recordkeeping | $18,858 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,565 | $56,629+19.3% | $77,999-13.4% | $55,167+22.5% |
| Participation rate | 73.6% | 73.3%+0.3pp | 75.5%-1.9pp | 69.0%+4.6pp |
| Annual return | 10.55% | 2866.98%-2856.4pp | 425.96%-415.4pp | 169.23%-158.7pp |
| Employer contribution / active EE | $258 | $1,723-85.0% | $2,470-89.5% | $1,963-86.8% |
| Participant deferral / active EE | $1,792 | $2,777-35.5% | $3,497-48.7% | $3,054-41.3% |
| Admin fee / account holder | $140 | $467-70.1% | $5,480-97.5% | $504-72.3% |