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 MANAGEMENT6 years Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $15,253 |
JACKSON SQUARE PARTNERS5 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $12,811 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $10,327 |
PIMCO FUNDS8+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $8,214 |
ARIEL INVESTMENTS, LLC2 years Service code 28 · EIN 02-0712418 200 EAST RANDOLPH STREET · CHICAGO, IL 60601 | Investment Management | $7,466 |
PNC BANK, N.A.8+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $6,373 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,449 | $45,602+319.8% | $117,472+63.0% | $66,914+186.1% |
| Participation rate | 77.3% | 57.6%+19.7pp | 70.6%+6.7pp | 69.8%+7.5pp |
| Annual return | -14.73% | -16.74%+2.0pp | 29.74%-44.5pp | 1.58%-16.3pp |
| Employer contribution / active EE | $2,338 | $1,579+48.1% | $4,176-44.0% | $2,544-8.1% |
| Participant deferral / active EE | $10,357 | $2,845+264.0% | $4,070+154.4% | $4,237+144.4% |
| Admin fee / account holder | $0 | $661-100.0% | $5,645-100.0% | $593-100.0% |