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 | $3,302 |
INVESTMENT ADVISORY4 years Filed as: H&H INVESTMENT ADVISORY Service code 27 · EIN 06-1461865 | Advisory (Plan) | $2,938 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,238 | $67,512-46.3% | $185,823-80.5% | $93,030-61.0% |
| Participation rate | 5.4% | 67.1%-61.8pp | 81.7%-76.3pp | 73.9%-68.5pp |
| Annual return | 14.15% | 21.04%-6.9pp | 122.05%-107.9pp | 158.70%-144.6pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,167-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $250 | $3,035-91.8% | $5,568-95.5% | $4,562-94.5% |
| Admin fee / account holder | $82 | $318-74.2% | $16,237-99.5% | $152-45.9% |