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.
See the 9-year trajectory with Solo.
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 BENEFITS5+ years Service code 10 · EIN 94-2320862 1810 GATEWAY DRIVE, SUITE230 · SAN MATEO, CA 94404 | Accounting | $29,189 |
GLOBAL RETIREMENT PARTNERS LLC5+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 28 · EIN 47-1411118 | Investment Management | $10,672 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB TTRUST CO Service code 18 · EIN 42-1558009 | Custodial (other than securities) | $4,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,135 | $52,293-61.5% | $178,490-88.7% | $73,409-72.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 12.01% | 34.75%-22.7pp | 151.07%-139.1pp | 59.29%-47.3pp |
| Employer contribution / active EE | $649 | $1,735-62.6% | $5,011-87.0% | $2,234-70.9% |
| Participant deferral / active EE | $1,565 | $2,332-32.9% | $5,202-69.9% | $3,805-58.9% |
| Admin fee / account holder | $103 | $127-19.1% | $13,984-99.3% | $158-34.7% |