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, LLC9+ years Filed as: H&H RETIREMENT SERVICES Service code 15 · EIN 20-0346540 | Recordkeeping | $21,672 |
CHARLES SCHWAB & CO., INC.9+ years Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,920 | $80,968+18.5% | $96,544-0.6% | $75,163+27.6% |
| Participation rate | 97.4% | 71.8%+25.6pp | 76.0%+21.4pp | 67.2%+30.2pp |
| Annual return | 15.75% | 27.06%-11.3pp | 25.84%-10.1pp | 160.62%-144.9pp |
| Employer contribution / active EE | $4,893 | $2,282+114.4% | $2,965+65.0% | $2,670+83.3% |
| Participant deferral / active EE | $5,367 | $3,928+36.6% | $4,851+10.6% | $4,125+30.1% |
| Admin fee / account holder | $215 | $6,724-96.8% | $8,252-97.4% | $5,651-96.2% |