Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Service code 12 · EIN 06-1053228 | Claims processing; Redemption fees; R... | $29,502 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,732 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,269 | $56,540+141.0% | $185,851-26.7% | $86,821+57.0% |
| Participation rate | 79.7% | 65.5%+14.1pp | 81.7%-2.1pp | 72.3%+7.4pp |
| Annual return | 41.20% | 118.20%-77.0pp | 122.11%-80.9pp | 97.94%-56.7pp |
| Employer contribution / active EE | $4,168 | $1,844+126.0% | $5,168-19.4% | $2,406+73.2% |
| Participant deferral / active EE | $3,118 | $2,555+22.0% | $5,569-44.0% | $4,132-24.5% |
| Admin fee / account holder | $49 | $150-66.9% | $16,245-99.7% | $170-70.8% |