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, LLC5+ years Filed as: H&H RETIREMENT SERVICES, INC. Service code 15 · EIN 20-0346540 | Recordkeeping | $25,300 |
Service code 27 · EIN 06-1461865 | Advisory (Plan) | $13,446 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 59 · EIN 82-3967259 | Shareholder Servicing | $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 | $70,862 | $66,310+6.9% | $93,606-24.3% | $65,185+8.7% |
| Participation rate | 83.0% | 74.0%+9.0pp | 75.8%+7.2pp | 70.2%+12.8pp |
| Annual return | 21.30% | 42.58%-21.3pp | 32.76%-11.5pp | 29.38%-8.1pp |
| Employer contribution / active EE | $331 | $2,012-83.5% | $2,718-87.8% | $2,177-84.8% |
| Participant deferral / active EE | $2,266 | $3,342-32.2% | $4,069-44.3% | $3,514-35.5% |
| Admin fee / account holder | $279 | $6,897-96.0% | $7,888-96.5% | $847-67.1% |