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 | Recordkeeping fees; Recordkeeping and... | $6,429 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $26,621 | $49,451-46.2% | $79,550-66.5% | $66,914-60.2% |
| Participation rate | 73.3% | 61.3%+12.0pp | 69.5%+3.8pp | 69.8%+3.5pp |
| Annual return | -13.30% | 84.25%-97.6pp | 0.16%-13.5pp | 1.58%-14.9pp |
| Employer contribution / active EE | $759 | $1,266-40.0% | $2,413-68.5% | $2,544-70.2% |
| Participant deferral / active EE | $2,066 | $3,159-34.6% | $3,985-48.2% | $4,237-51.2% |
| Admin fee / account holder | $45 | $595-92.4% | $6,832-99.3% | $593-92.4% |