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, LLC4+ years Filed as: H&H RETIREMENT SERVICES, INC. Service code 15 · EIN 20-0346540 | Recordkeeping | $31,980 |
Service code 27 · EIN 06-1461865 | Advisory (Plan) | $14,719 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $56,964 | $58,083-1.9% | $80,019-28.8% | $56,287+1.2% |
| Participation rate | 83.5% | 73.6%+9.9pp | 75.8%+7.6pp | 69.9%+13.6pp |
| Annual return | -4.72% | 34.61%-39.3pp | 11.22%-15.9pp | -9.96%+5.2pp |
| Employer contribution / active EE | $290 | $1,932-85.0% | $2,468-88.3% | $2,111-86.3% |
| Participant deferral / active EE | $2,245 | $3,135-28.4% | $3,686-39.1% | $3,350-33.0% |
| Admin fee / account holder | $322 | $623-48.3% | $6,521-95.1% | $521-38.2% |