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, LLC6+ years Filed as: H&H RETIREMENT SERVICES Service code 15 · EIN 20-0346540 | Recordkeeping | $24,973 |
CHARLES SCHWAB & CO., INC.6+ years Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,093 | $78,422+6.0% | $95,952-13.4% | $79,858+4.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 17.34% | 19.37%-2.0pp | 91.61%-74.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $4,197 | $1,945+115.8% | $2,541+65.2% | $2,471+69.8% |
| Participant deferral / active EE | $4,786 | $3,440+39.1% | $4,167+14.9% | $3,740+28.0% |
| Admin fee / account holder | $203 | $5,622-96.4% | $6,795-97.0% | $5,306-96.2% |