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, LLC6+ years Filed as: H&H RETIREMENT SERVICES, INC. Service code 15 · EIN 20-0346540 | Recordkeeping | $24,908 |
Service code 27 · EIN 06-1461865 | Advisory (Plan) | $13,842 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.2 years 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 | $79,687 | $70,908+12.4% | $98,907-19.4% | $73,488+8.4% |
| Participation rate | 85.3% | 73.8%+11.5pp | 76.0%+9.3pp | 70.7%+14.6pp |
| Annual return | 14.08% | 34.17%-20.1pp | 196.43%-182.4pp | 28.51%-14.4pp |
| Employer contribution / active EE | $366 | $2,036-82.0% | $2,689-86.4% | $2,270-83.9% |
| Participant deferral / active EE | $2,494 | $3,500-28.7% | $4,244-41.2% | $3,740-33.3% |
| Admin fee / account holder | $281 | $535-47.5% | $6,642-95.8% | $513-45.3% |