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 MANAGEMENT7 years Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $14,617 |
JACKSON SQUARE PARTNERS6 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $13,723 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $10,489 |
ARIEL INVESTMENTS, LLC3 years Service code 28 · EIN 02-0712418 200 EAST RANDOLPH STREET · CHICACO, IL 60601 | Investment Management | $8,207 |
PIMCO FUNDS9+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $7,561 |
PNC BANK, N.A.9+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $6,954 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,955 | $48,335+346.8% | $121,098+78.3% | $71,457+202.2% |
| Participation rate | 79.6% | 54.3%+25.4pp | 69.5%+10.2pp | 67.9%+11.7pp |
| Annual return | 17.84% | 23.32%-5.5pp | 985.75%-967.9pp | 28.85%-11.0pp |
| Employer contribution / active EE | $2,503 | $1,489+68.1% | $4,164-39.9% | $2,588-3.3% |
| Participant deferral / active EE | $12,256 | $2,754+345.1% | $4,080+200.4% | $4,289+185.8% |
| Admin fee / account holder | $0 | $1,841-100.0% | $5,644-100.0% | $1,587-100.0% |