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 |
|---|---|---|
TRINITY PENSION CONSULTANTS8 years Filed as: TRINITY ASSET MANAGEMENT, LLP Service code 28 | Investment Management | $254,437 |
Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $190,697 |
PIMCO FUNDS10+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $147,288 |
SNYDER CAPITAL MANAGEMENT9 years Filed as: SNYDER CAPITAL MANAGEMENT, LP Service code 28 · EIN 04-3370184 | Investment Management | $98,339 |
PNC BANK, N.A.10+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $73,943 |
ARIEL INVESTMENTS, LLC4 years Service code 28 · EIN 02-0712418 | Investment Management | $55,705 |
JACKSON SQUARE PARTNERS9 years Filed as: JACKSON SQUARE PARTNERS, LLC Service code 28 · EIN 80-0945254 | Investment Management | $34,038 |
HS MANAGEMENT PARTNERS, LLC9 years Service code 28 · EIN 26-0335469 | Investment Management | $30,646 |
Filed as: SCHROEDER INVESTMENT MANAGEMENT Service code 28 · EIN 13-4064414 | Investment Management | $29,705 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $21,195 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,059 | $84,030+97.6% | $126,539+31.2% | $102,872+61.4% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.8%+30.2pp | 73.0%+27.0pp |
| Annual return | 6.16% | 17.79%-11.6pp | 425.95%-419.8pp | 19.06%-12.9pp |
| Employer contribution / active EE | $14,940 | $3,287+354.5% | $3,674+306.6% | $3,526+323.7% |
| Participant deferral / active EE | $0 | $3,749-100.0% | $4,083-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $299-100.0% | $6,065-100.0% | $292-100.0% |