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 |
|---|---|---|
JACKSON SQUARE PARTNERS4 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $24,977 |
SNYDER CAPITAL MANAGEMENT4 years Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $24,586 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2777220 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $15,668 |
PIMCO FUNDS6+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $13,319 |
IRIDIAN ASSET MANAGEMENT, LLC6+ years Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $12,410 |
Service code 28 · EIN 75-0555117 875 THIRD AVENUE · NEW YORK, NY 10022 | Investment Management | $11,721 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $10,336 |
HS MANAGEMENT PARTNERS, LLC6+ years Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $8,591 |
PNC BANK, N.A.6+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $8,564 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $430,751 | $53,901+699.2% | $134,143+221.1% | $73,488+486.1% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.2%+27.8pp | 70.7%+29.3pp |
| Annual return | 16.08% | 15.82%+0.3pp | 36.33%-20.2pp | 28.51%-12.4pp |
| Employer contribution / active EE | $32,416 | $1,458+2122.9% | $3,704+775.2% | $2,270+1328.0% |
| Participant deferral / active EE | $16,501 | $2,739+502.5% | $3,499+371.6% | $3,740+341.3% |
| Admin fee / account holder | $0 | $581-100.0% | $6,684-100.0% | $513-100.0% |