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, LLC1+ years Filed as: H&H RETIREMENT SERVICES Service code 15 · EIN 20-0346540 | Recordkeeping | $7,252 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $2 |
CHARLES SCHWAB & CO., INC.1+ years Service code 21 · EIN 94-1737782 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,858 | $62,324-15.2% | $68,509-22.8% | $55,191-4.2% |
| Participation rate | 44.3% | 78.9%-34.6pp | 74.7%-30.4pp | 69.2%-24.9pp |
| Annual return | -0.06% | 4.26%-4.3pp | 8.27%-8.3pp | 10.78%-10.8pp |
| Employer contribution / active EE | $922 | $2,223-58.5% | $2,278-59.5% | $1,899-51.4% |
| Participant deferral / active EE | $1,561 | $3,425-54.4% | $3,382-53.8% | $3,046-48.8% |
| Admin fee / account holder | $21 | $91-76.8% | $5,275-99.6% | $91-76.6% |