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, LLC4 years Filed as: H&H RETIREMENT SERVICES Service code 15 · EIN 20-0346540 | Recordkeeping | $20,318 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,489 | $73,867-37.1% | $143,757-67.7% | $68,494-32.1% |
| Participation rate | 82.1% | 66.7%+15.5pp | 80.3%+1.8pp | 67.9%+14.3pp |
| Annual return | -13.46% | 1.01%-14.5pp | -0.04%-13.4pp | -7.84%-5.6pp |
| Employer contribution / active EE | $1,231 | $3,184-61.4% | $4,951-75.1% | $2,596-52.6% |
| Participant deferral / active EE | $1,932 | $3,384-42.9% | $5,637-65.7% | $4,027-52.0% |
| Admin fee / account holder | $232 | $5,755-96.0% | $14,673-98.4% | $5,403-95.7% |