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 9-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 MANAGEMENT1+ years Filed as: SNYDER CAPITAL MANAGEMENT, LP Service code 28 · EIN 04-3370184 101 MISSION ST · SAN FRANCISCO, CA 94105 | Investment Management | $7,145 |
IRIDIAN ASSET MANAGEMENT, LLC1+ years Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $6,987 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $5,006 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $137,943 | $38,969+254.0% | $109,313+26.2% | $55,167+150.0% |
| Participation rate | 69.8% | 58.2%+11.6pp | 71.3%-1.4pp | 69.0%+0.9pp |
| Annual return | 12.18% | 8.26%+3.9pp | 22.07%-9.9pp | 169.23%-157.0pp |
| Employer contribution / active EE | $1,627 | $1,227+32.6% | $3,892-58.2% | $1,963-17.1% |
| Participant deferral / active EE | $6,845 | $2,176+214.6% | $3,166+116.2% | $3,054+124.1% |
| Admin fee / account holder | $0 | $501-100.0% | $5,666-100.0% | $504-100.0% |