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 |
|---|---|---|
Service code 55 · EIN 38-2722519 | Other Commissions | $97,450 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $23,592 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,915 | $79,223+42.5% | $102,460+10.2% | $74,478+51.6% |
| Participation rate | 93.5% | 74.8%+18.8pp | 76.5%+17.0pp | 67.2%+26.3pp |
| Annual return | 13.51% | 54.98%-41.5pp | 29.47%-16.0pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $5,768 | $2,363+144.1% | $3,025+90.7% | $2,626+119.6% |
| Participant deferral / active EE | $5,569 | $4,417+26.1% | $5,056+10.1% | $4,350+28.0% |
| Admin fee / account holder | $122 | $2,003-93.9% | $9,460-98.7% | $1,946-93.7% |