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, LLC8+ years Filed as: H&H RETIREMENT SERVICES Service code 15 · EIN 20-0346540 | Recordkeeping | $28,014 |
CHARLES SCHWAB & CO., INC.8+ years Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
CHARLES SCHWAB & CO., INC.8+ 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 | $76,760 | $71,883+6.8% | $86,677-11.4% | $68,494+12.1% |
| Participation rate | 92.0% | 72.2%+19.8pp | 76.6%+15.5pp | 67.9%+24.2pp |
| Annual return | -14.22% | 3.52%-17.7pp | 35.91%-50.1pp | -7.84%-6.4pp |
| Employer contribution / active EE | $4,490 | $2,173+106.7% | $2,836+58.3% | $2,596+73.0% |
| Participant deferral / active EE | $4,688 | $3,779+24.1% | $4,656+0.7% | $4,027+16.4% |
| Admin fee / account holder | $224 | $6,112-96.3% | $7,493-97.0% | $5,403-95.9% |