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 |
|---|---|---|
COUNSEL TRUST COMPANY1+ years Service code 25 · EIN 26-0010549 | Directed Trustee | $261 |
AQR CAPITAL MANAGEMENT LLC1+ years Service code 28 TWO GREEWICH PLAZA,3RD FLOOR · GREENWICH, CT 06830 | Investment Management | $0 |
CBRE CLARION SECURITIES LLC1+ years Filed as: CBRE CLARION SECURITIES, LLC Service code 28 · EIN 23-2802869 | Investment Management | $0 |
PIMCO FUNDS1+ years Filed as: DB COMMODITY SERVICES LLC Service code 28 60 WALL STREET · NEW YORK, NY 10005 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS1+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
DOUBLELINE CAPITAL LP1+ years Service code 28 333 SOUTH GRAND AVENUE, SUITE 1800 · LOS ANGELES, CA 90071 | Investment Management | $0 |
DRIEHAUS CAPITAL MANAGEMENT LLC1+ years Service code 28 · EIN 20-3634295 | Investment Management | $0 |
GATEWAY ADVISORY, LLC1+ years Filed as: GATEWAY INVESTMENT ADVISERS, LLC Service code 28 312 WALNUT ST, 35TH FLOOR · CINCINNATI, OH 45202 | Investment Management | $0 |
Filed as: JOHN HANCOCK ADVISERS, LLC Service code 28 PO BOX 55913 · BOSTON, MA 022055913 | Investment Management | $0 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & COMPANY L.P. Service code 28 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,104 | $72,177-69.4% | $115,037-80.8% | $59,632-62.9% |
| Participation rate | 95.2% | 72.6%+22.6pp | 81.4%+13.8pp | 68.7%+26.5pp |
| Annual return | 12.21% | 12.02%+0.2pp | 26.14%-13.9pp | 2041.28%-2029.1pp |
| Employer contribution / active EE | $1,113 | $2,841-60.8% | $4,608-75.8% | $2,203-49.5% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $8 | $4,927-99.8% | $8,175-99.9% | $4,297-99.8% |