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 |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH10+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $1,710,447 |
AON CONSULTING9 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $1,480,747 |
PIMCO FUNDS10+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $1,279,977 |
Filed as: SCHRODER INVESTMENT MANAGEMENT, NA Service code 28 · EIN 13-4064414 | Investment Management | $407,422 |
PNC BANK, N.A.10+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $309,035 |
TRINITY PENSION CONSULTANTS2 years Filed as: TRINITY STREET ASSET MAMAGEMENT LLP Service code 28 | Investment Management | $225,156 |
SNYDER CAPITAL MANAGEMENT10+ years Filed as: SNYDER CAPITAL MANAGEMENT, LP Service code 28 · EIN 04-3370184 | Investment Management | $184,662 |
COVINGTON & BURLING LLP6 years Service code 29 · EIN 53-0188411 | Legal | $148,594 |
ARIEL INVESTMENTS, LLC4 years Service code 28 · EIN 02-0712418 | Investment Management | $104,603 |
ERNST & YOUNG LLP6 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $86,582 |
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $197,205-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 26.7%-26.7pp | 0.0%0pp |
| Annual return | 6.17% | 9.22%-3.1pp | 9.79%-3.6pp | 9.22%-3.1pp |
| Employer contribution / active EE | $12,104 | $13,567-10.8% | $40,174-69.9% | $13,567-10.8% |
| Participant deferral / active EE | $0 | $575-100.0% | $199-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $1,949-100.0% | - |