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 |
|---|---|---|
Filed as: H&H RETIREMENT SERVICES Service code 15 · EIN 20-0346540 | Recordkeeping | $2,051 |
INVESTMENT ADVISORY1 year Filed as: H&H INVESTMENT ADVISORY Service code 27 · EIN 06-1461865 | Advisory (Plan) | $813 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,710 | $45,382-54.4% | $154,107-86.6% | $75,289-72.5% |
| Participation rate | 5.2% | 65.9%-60.7pp | 83.0%-77.8pp | 72.4%-67.2pp |
| Annual return | -2.94% | -0.47%-2.5pp | 735.12%-738.1pp | -0.04%-2.9pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $238 | $2,384-90.0% | $5,081-95.3% | $3,739-93.6% |
| Admin fee / account holder | $43 | $89-51.4% | $13,411-99.7% | $102-57.6% |