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 | $4,798 |
INVESTMENT ADVISORY3 years Filed as: H&H INVESTMENT ADVISORY Service code 27 · EIN 06-1461865 | Advisory (Plan) | $2,273 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,012 | $56,095-42.9% | $178,490-82.1% | $90,288-64.5% |
| Participation rate | 5.7% | 65.6%-59.8pp | 81.9%-76.2pp | 73.4%-67.6pp |
| Annual return | 16.42% | 28.81%-12.4pp | 151.07%-134.7pp | 53.97%-37.6pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $279 | $2,669-89.5% | $5,202-94.6% | $4,232-93.4% |
| Admin fee / account holder | $100 | $101-1.0% | $13,984-99.3% | $114-12.7% |