See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SNYDER CAPITAL MANAGEMENT3 years Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $12,900 |
JACKSON SQUARE PARTNERS2 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $10,708 |
PIMCO FUNDS5+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $9,729 |
PNC BANK, N.A.5+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $9,331 |
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 23-2777220 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $8,795 |
IRIDIAN ASSET MANAGEMENT, LLC5+ years Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $5,736 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $5,187 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,923 | $46,722+407.1% | $130,648+81.3% | $65,185+263.5% |
| Participation rate | 81.8% | 60.9%+20.9pp | 71.7%+10.1pp | 70.2%+11.6pp |
| Annual return | 21.82% | 24.17%-2.3pp | 1708.96%-1687.1pp | 29.38%-7.6pp |
| Employer contribution / active EE | $2,368 | $1,488+59.2% | $4,092-42.1% | $2,177+8.8% |
| Participant deferral / active EE | $10,522 | $2,545+313.4% | $3,603+192.1% | $3,514+199.5% |
| Admin fee / account holder | $0 | $453-100.0% | $5,464-100.0% | $847-100.0% |