See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRIMARK BENEFITS9+ years Service code 10 · EIN 94-2320862 1810 GATEWAY DRIVE, SUITE230 · SAN MATEO, CA 94404 | Accounting | $43,171 |
GLOBAL RETIREMENT PARTNERS LLC9+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 28 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Investment Management | $22,888 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST CO Service code 18 · EIN 82-3967259 211 MAIN ST. · SAN FRANCISCO, CA 94105 | Custodial (other than securities) | $4,155 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,855 | $50,815+11.9% | $155,509-63.4% | $77,643-26.8% |
| Participation rate | 47.2% | 63.1%-15.9pp | 78.2%-31.0pp | 70.6%-23.4pp |
| Annual return | 11.63% | 34.80%-23.2pp | 64.67%-53.0pp | 31.24%-19.6pp |
| Employer contribution / active EE | $1,158 | $1,993-41.9% | $4,672-75.2% | $2,726-57.5% |
| Participant deferral / active EE | $2,522 | $2,822-10.6% | $5,626-55.2% | $4,647-45.7% |
| Admin fee / account holder | $324 | $437-25.9% | $15,912-98.0% | $430-24.8% |