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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $86,100 |
BFSG LLC10+ years Service code 28 · EIN 20-8532658 | Investment Management | $50,000 |
Filed as: KRAVITZ INC Service code 28 · EIN 95-3207191 | Investment Management | $22,362 |
TOWNSQUARE CAPITAL LLC4 years Service code 26 · EIN 82-1306760 | Advisory (Participants) | $18,602 |
PURE FINANCIAL ADVISORS INC2 years Filed as: PURE FINANCIAL ADVISORS LLC Service code 26 · EIN 87-1712300 | Advisory (Participants) | $18,077 |
Service code 26 · EIN 35-2436156 | Advisory (Participants) | $15,441 |
EQUITA FINANCIAL NETWORK INC6 years Service code 26 · EIN 47-4361660 | Advisory (Participants) | $12,760 |
CORIENT PRIVATE WEALTH LLC2 years Service code 26 · EIN 88-0967642 | Advisory (Participants) | $9,359 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $3,430 |
Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $386,170 | $106,247+263.5% | $147,096+162.5% | $77,714+396.9% |
| Participation rate | 96.0% | 78.4%+17.6pp | 82.2%+13.8pp | 70.6%+25.4pp |
| Annual return | 16.66% | 56.87%-40.2pp | 419.75%-403.1pp | 31.26%-14.6pp |
| Employer contribution / active EE | $9,474 | $4,069+132.8% | $4,936+91.9% | $2,727+247.4% |
| Participant deferral / active EE | $12,433 | $7,996+55.5% | $8,071+54.0% | $4,649+167.4% |
| Admin fee / account holder | $256 | $338-24.4% | $13,005-98.0% | $433-40.9% |