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 RESEARCH8+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $1,857,095 |
AON CONSULTING7 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $1,360,040 |
PIMCO FUNDS8+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $612,088 |
TRINITY PENSION CONSULTANTS7 years Filed as: TRINITY STREET ASSET MANAGEMENT LLP Service code 28 | Investment Management | $444,471 |
PNC BANK, N.A.8+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $274,152 |
COVINGTON & BURLING LLP4 years Service code 29 · EIN 53-0188411 | Legal | $249,555 |
Filed as: SCHRODER INVESTMENT MANAGEMENT, NA Service code 28 · EIN 13-4064414 | Investment Management | $234,660 |
ERNST & YOUNG LLP4 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $225,950 |
SNYDER CAPITAL MANAGEMENT8+ years Filed as: SNYDER CAPITAL MANAGEMENT, LP Service code 28 · EIN 04-3370184 | Investment Management | $224,177 |
JACKSON SQUARE PARTNERS7 years Filed as: JACKSON SQUARE PARTNERS, LLC Service code 28 · EIN 80-0945254 | Investment Management | $194,305 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $339,002-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.1%-39.1pp | 0.0%0pp |
| Annual return | -6.51% | 33.11%-39.6pp | 12.78%-19.3pp | 33.11%-39.6pp |
| Employer contribution / active EE | $987 | $9,000-89.0% | $44,816-97.8% | $9,000-89.0% |
| Participant deferral / active EE | $0 | $680-100.0% | $33-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $2,002-100.0% | - |