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, LLC3 years Filed as: H&H RETIREMENT SERVICES Service code 15 · EIN 20-0346540 | Recordkeeping | $24,423 |
Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,285 | $95,416-46.3% | $185,823-72.4% | $85,850-40.3% |
| Participation rate | 78.0% | 68.8%+9.3pp | 81.7%-3.7pp | 69.3%+8.7pp |
| Annual return | 10.41% | 23.59%-13.2pp | 122.05%-111.6pp | 318.53%-308.1pp |
| Employer contribution / active EE | $1,214 | $3,314-63.4% | $5,167-76.5% | $2,565-52.7% |
| Participant deferral / active EE | $1,969 | $3,423-42.5% | $5,568-64.6% | $3,952-50.2% |
| Admin fee / account holder | $249 | $7,213-96.5% | $16,237-98.5% | $6,260-96.0% |