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 25 · EIN 04-3370184 | Directed Trustee | $41,635 |
JACKSON SQUARE PARTNERS8 years Service code 28 · EIN 80-0945254 | Investment Management | $22,979 |
ARIEL INVESTMENTS, LLC1 year Filed as: ARIEL INVESTMENTS Service code 28 · EIN 02-0712418 | Investment Management | $22,672 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 | Advisory (Plan) | $14,966 |
PIMCO FUNDS10+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $8,507 |
TRINITY PENSION CONSULTANTS4 years Filed as: TRINITY ASSET MANAGEMENT, LLP Service code 28 | Investment Management | $7,408 |
HS MANAGEMENT PARTNERS, LLC10+ years Service code 28 · EIN 26-0335469 | Investment Management | $5,484 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $540,483 | $52,406+931.3% | $129,207+318.3% | $74,495+625.5% |
| Participation rate | 96.5% | 53.8%+42.7pp | 69.6%+26.9pp | 67.2%+29.3pp |
| Annual return | 13.78% | 15.66%-1.9pp | 9417.33%-9403.5pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $35,410 | $1,531+2213.6% | $4,153+752.6% | $2,623+1250.0% |
| Participant deferral / active EE | $18,864 | $2,794+575.0% | $4,168+352.6% | $4,346+334.1% |
| Admin fee / account holder | $0 | $2,633-100.0% | $7,715-100.0% | $1,942-100.0% |