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, LLC5+ years Filed as: H&H RETIREMENT SERVICES Service code 15 · EIN 20-0346540 | Recordkeeping | $24,048 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $4 |
CHARLES SCHWAB & CO., INC.5+ years Service code 15 · EIN 94-1737782 | Recordkeeping | $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 | $66,643 | $72,492-8.1% | $87,100-23.5% | $72,985-8.7% |
| Participation rate | 96.8% | 72.8%+24.0pp | 76.9%+20.0pp | 69.5%+27.4pp |
| Annual return | 32.84% | 24.46%+8.4pp | 28.19%+4.6pp | 81.00%-48.2pp |
| Employer contribution / active EE | $4,268 | $1,894+125.4% | $2,521+69.3% | $2,440+74.9% |
| Participant deferral / active EE | $4,566 | $3,270+39.6% | $4,049+12.8% | $3,607+26.6% |
| Admin fee / account holder | $185 | $5,055-96.3% | $7,497-97.5% | $5,124-96.4% |