See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AT RETIREMENT SERVICES, LLC7+ years Filed as: H&H RETIREMENT SERVICES Service code 15 · EIN 20-0346540 | Recordkeeping | $25,008 |
CHARLES SCHWAB & CO., INC.7+ years Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
CHARLES SCHWAB & CO., INC.7+ 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 | $86,092 | $86,286-0.2% | $111,297-22.6% | $85,850+0.3% |
| Participation rate | 98.9% | 73.3%+25.5pp | 77.3%+21.5pp | 69.3%+29.5pp |
| Annual return | 13.57% | 19.99%-6.4pp | 54.65%-41.1pp | 318.53%-305.0pp |
| Employer contribution / active EE | $4,567 | $2,043+123.5% | $2,731+67.2% | $2,565+78.0% |
| Participant deferral / active EE | $4,766 | $3,641+30.9% | $4,487+6.2% | $3,952+20.6% |
| Admin fee / account holder | $194 | $8,188-97.6% | $7,964-97.6% | $6,260-96.9% |