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, LLC2+ years Filed as: H&H RETIREMENT SERVICES Service code 15 · EIN 20-0346540 | Recordkeeping | $20,873 |
CHARLES SCHWAB & CO., INC.2+ years Service code 21 · EIN 94-1737782 | Bank Trustee | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | 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 | $52,734 | $74,024-28.8% | $77,999-32.4% | $57,658-8.5% |
| Participation rate | 46.1% | 79.7%-33.7pp | 75.5%-29.5pp | 70.2%-24.2pp |
| Annual return | 9.18% | 12.14%-3.0pp | 425.96%-416.8pp | 5.13%+4.0pp |
| Employer contribution / active EE | $1,044 | $2,365-55.9% | $2,470-57.7% | $1,974-47.1% |
| Participant deferral / active EE | $1,833 | $3,533-48.1% | $3,497-47.6% | $3,061-40.1% |
| Admin fee / account holder | $82 | $93-11.9% | $5,480-98.5% | $95-13.1% |