See peer percentile detail. $4.99 for your first month.
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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 MANAGEMENT6 years Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $35,117 |
JACKSON SQUARE PARTNERS6 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $29,495 |
ARIEL INVESTMENTS, LLC2 years Service code 28 · EIN 02-0712418 200 EAST RANDOLPH STREET · CHICAGO, IL 60601 | Investment Management | $17,190 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $12,193 |
PNC BANK, N.A.8+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $10,034 |
PIMCO FUNDS8+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $8,957 |
HS MANAGEMENT PARTNERS, LLC8+ years Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $5,471 |
TRINITY PENSION CONSULTANTS2 years Filed as: TRINITY ASSET MANAGEMENT, LLP Service code 28 | Investment Management | $5,033 |
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 | $409,691 | $45,602+798.4% | $117,472+248.8% | $66,914+512.3% |
| Participation rate | 97.8% | 57.6%+40.2pp | 70.6%+27.2pp | 69.8%+28.0pp |
| Annual return | -16.24% | -16.74%+0.5pp | 29.74%-46.0pp | 1.58%-17.8pp |
| Employer contribution / active EE | $33,429 | $1,579+2017.4% | $4,176+700.5% | $2,544+1213.9% |
| Participant deferral / active EE | $17,211 | $2,845+505.0% | $4,070+322.9% | $4,237+306.2% |
| Admin fee / account holder | $0 | $661-100.0% | $5,645-100.0% | $593-100.0% |