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, LLC2 years Filed as: H&H RETIREMENT SERVICES Service code 15 · EIN 20-0346540 | Recordkeeping | $4,255 |
INVESTMENT ADVISORY2 years Filed as: H&H INVESTMENT ADVISORY Service code 27 · EIN 06-1461865 | Advisory (Plan) | $1,913 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $26,225 | $47,456-44.7% | $172,739-84.8% | $77,787-66.3% |
| Participation rate | 5.7% | 66.3%-60.6pp | 82.6%-76.9pp | 73.2%-67.5pp |
| Annual return | 21.98% | 35.57%-13.6pp | 802.84%-780.9pp | 32.57%-10.6pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $271 | $2,560-89.4% | $5,198-94.8% | $3,967-93.2% |
| Admin fee / account holder | $84 | $81+4.5% | $13,954-99.4% | $100-15.6% |