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 9-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 Service code 15 · EIN 83-3455979 | Recordkeeping | $5,668 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,655 | $37,393-79.5% | $77,024-90.1% | $66,914-88.6% |
| Participation rate | 36.4% | 52.9%-16.5pp | 67.9%-31.5pp | 69.8%-33.4pp |
| Annual return | -15.65% | -3.29%-12.4pp | 42.32%-58.0pp | 1.58%-17.2pp |
| Employer contribution / active EE | $448 | $1,531-70.8% | $2,812-84.1% | $2,544-82.4% |
| Participant deferral / active EE | $1,008 | $2,617-61.5% | $4,426-77.2% | $4,237-76.2% |
| Admin fee / account holder | $122 | $567-78.6% | $5,425-97.8% | $593-79.5% |