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 10-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, LLC3+ years Filed as: H&H RETIREMENT SERVICES Service code 15 · EIN 20-0346540 | Recordkeeping | $20,503 |
CHARLES SCHWAB & CO., INC.3+ years Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $0 |
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 | $60,851 | $67,606-10.0% | $82,313-26.1% | $70,131-13.2% |
| Participation rate | 94.8% | 72.8%+22.0pp | 76.9%+17.9pp | 69.5%+25.3pp |
| Annual return | 19.08% | 21.57%-2.5pp | 25.88%-6.8pp | 73.14%-54.1pp |
| Employer contribution / active EE | $2,194 | $1,755+25.1% | $2,428-9.6% | $2,342-6.3% |
| Participant deferral / active EE | $2,851 | $2,987-4.6% | $3,706-23.1% | $3,332-14.4% |
| Admin fee / account holder | $177 | $4,512-96.1% | $5,608-96.8% | $4,645-96.2% |