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 |
|---|---|---|
BLACKROCK6+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $90,033 |
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $57,280 |
STATE STREET GLOBAL ADVISORS6+ years Service code 18 · EIN 81-4017137 | Investment management fees paid indir... | $45,279 |
PGIM INVESTMENTS6+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $25,003 |
PIMCO FUNDS6+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $16,511 |
DOUBLELINE CAPITAL LP3 years Service code 28 · EIN 30-0596331 | Investment Management | $13,123 |
3M COMPANY6+ years Service code 14 · EIN 41-0417775 | Plan Administrator | $8,798 |
PGIM INVESTMENTS1 year Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $5,491 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $128,820 | $176,491-27.0% | $95,952+34.3% | $90,288+42.7% |
| Participation rate | 97.2% | 86.6%+10.7pp | 77.1%+20.2pp | 73.4%+23.9pp |
| Annual return | 10.88% | 20.14%-9.3pp | 91.61%-80.7pp | 53.97%-43.1pp |
| Employer contribution / active EE | $2,262 | $2,789-18.9% | $2,541-11.0% | $2,524-10.4% |
| Participant deferral / active EE | $7,005 | $5,340+31.2% | $4,167+68.1% | $4,232+65.5% |
| Admin fee / account holder | $112 | $154-27.1% | $6,795-98.3% | $114-1.6% |