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 MANAGEMENT8 years Service code 28 · EIN 04-3370184 | Investment Management | $17,646 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 | Advisory (Plan) | $12,457 |
JACKSON SQUARE PARTNERS7 years Service code 28 · EIN 80-0945254 | Investment Management | $9,739 |
ARIEL INVESTMENTS, LLC4 years Service code 28 · EIN 02-2712418 | Investment Management | $9,609 |
PIMCO FUNDS10+ years Filed as: PIMCO Service code 25 · EIN 33-0629048 | Directed Trustee | $8,432 |
PNC BANK, N.A.10+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $8,228 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,912 | $52,406+338.7% | $129,207+77.9% | $74,495+208.6% |
| Participation rate | 83.3% | 53.8%+29.5pp | 69.6%+13.7pp | 67.2%+16.1pp |
| Annual return | 14.20% | 15.66%-1.5pp | 9417.33%-9403.1pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $2,530 | $1,531+65.3% | $4,153-39.1% | $2,623-3.6% |
| Participant deferral / active EE | $12,399 | $2,794+343.7% | $4,168+197.5% | $4,346+185.3% |
| Admin fee / account holder | $0 | $2,633-100.0% | $7,715-100.0% | $1,942-100.0% |