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 GROUP6 years Service code 12 · EIN 06-1053228 | Recordkeeping fees; Valuation (apprai... | $10,898 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,762 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,063 | $78,976+55.8% | $100,383+22.6% | $74,546+65.1% |
| Participation rate | 94.7% | 79.5%+15.2pp | 81.5%+13.2pp | 67.2%+27.5pp |
| Annual return | 15.83% | 20.62%-4.8pp | 49.26%-33.4pp | 1366.03%-1350.2pp |
| Employer contribution / active EE | $4,650 | $3,019+54.0% | $3,944+17.9% | $2,624+77.2% |
| Participant deferral / active EE | $6,442 | $7,758-17.0% | $8,086-20.3% | $4,347+48.2% |
| Admin fee / account holder | $22 | $1,330-98.3% | $7,900-99.7% | $1,944-98.8% |