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, LLC10+ years Filed as: H&H RETIREMENT SERVICES Service code 15 · EIN 20-0346540 | Recordkeeping | $50,691 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 | Recordkeeping | $50,255 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $19,371 |
CHARLES SCHWAB & CO., INC.10+ years Service code 21 · EIN 94-1737782 | Bank Trustee | $8,247 |
H&H INVESTMENT1 year Service code 27 · EIN 06-1464865 | Advisory (Plan) | $6,269 |
CLIFTONLARSONALLEN LLP5 years Service code 10 · EIN 41-0746749 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,296 | $92,090-9.5% | $106,201-21.6% | $77,671+7.2% |
| Participation rate | 46.2% | 81.0%-34.8pp | 75.3%-29.1pp | 70.6%-24.4pp |
| Annual return | 15.36% | 17.89%-2.5pp | 116.26%-100.9pp | 31.21%-15.8pp |
| Employer contribution / active EE | $1,540 | $3,368-54.3% | $3,170-51.4% | $2,726-43.5% |
| Participant deferral / active EE | $2,748 | $5,386-49.0% | $5,012-45.2% | $4,648-40.9% |
| Admin fee / account holder | $283 | $219+29.3% | $11,039-97.4% | $430-34.2% |