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, LLC5 years Filed as: H&H RETIREMENT SERVICES Service code 15 · EIN 20-0346540 | Recordkeeping | $4,264 |
INVESTMENT ADVISORY5 years Filed as: H&H INVESTMENT ADVISORY Service code 27 · EIN 06-1461865 | Advisory (Plan) | $2,876 |
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 | $38,022 | $45,000-15.5% | $143,757-73.6% | $77,904-51.2% |
| Participation rate | 4.6% | 66.8%-62.3pp | 80.3%-75.7pp | 73.7%-69.1pp |
| Annual return | -14.58% | 29.03%-43.6pp | -0.04%-14.5pp | 12.21%-26.8pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $258 | $3,157-91.8% | $5,637-95.4% | $4,806-94.6% |
| Admin fee / account holder | $117 | $98+18.9% | $14,673-99.2% | $133-11.7% |