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 28 · EIN 04-3370184 | Investment Management | $21,417 |
JACKSON SQUARE PARTNERS7 years Service code 28 · EIN 80-0945254 | Investment Management | $11,820 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 | Advisory (Plan) | $11,690 |
ARIEL INVESTMENTS, LLC3 years Service code 28 · EIN 02-2712418 | Investment Management | $11,662 |
PNC BANK, N.A.10+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $9,451 |
Filed as: TRINITY ASSET MANAGEMENT, LLP Service code 28 | Investment Management | $5,260 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $5,084 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,494 | $58,778+174.8% | $129,207+25.0% | $77,643+108.0% |
| Participation rate | 100.0% | 59.2%+40.8pp | 69.6%+30.4pp | 70.6%+29.4pp |
| Annual return | 15.94% | 24.73%-8.8pp | 9417.33%-9401.4pp | 31.24%-15.3pp |
| Employer contribution / active EE | $13,599 | $1,952+596.6% | $4,153+227.4% | $2,726+398.9% |
| Participant deferral / active EE | $10,014 | $3,212+211.7% | $4,168+140.3% | $4,647+115.5% |
| Admin fee / account holder | $0 | $589-100.0% | $7,715-100.0% | $430-100.0% |