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 Service code 12 · EIN 83-3455979 | Participant loan processing; Recordke... | $6,501 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,399 | $63,442+9.4% | $68,791+0.9% | $66,914+3.7% |
| Participation rate | 71.4% | 60.0%+11.5pp | 69.0%+2.4pp | 69.8%+1.6pp |
| Annual return | -15.64% | -8.29%-7.3pp | -6.38%-9.3pp | 1.58%-17.2pp |
| Employer contribution / active EE | $1,867 | $1,775+5.2% | $2,655-29.7% | $2,544-26.6% |
| Participant deferral / active EE | $2,869 | $2,945-2.6% | $3,941-27.2% | $4,237-32.3% |
| Admin fee / account holder | $72 | $577-87.5% | $4,932-98.5% | $593-87.8% |