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 MANAGEMENT2 years Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $8,605 |
JACKSON SQUARE PARTNERS2 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $7,620 |
PIMCO FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $6,408 |
LSV ASSET MANAGEMENT2 years Service code 28 · EIN 23-2777220 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $5,518 |
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 | $60,635 | $39,898+52.0% | $121,196-50.0% | $55,725+8.8% |
| Participation rate | 60.8% | 61.2%-0.4pp | 71.7%-10.9pp | 70.9%-10.0pp |
| Annual return | -6.36% | -0.96%-5.4pp | 16.93%-23.3pp | 244.93%-251.3pp |
| Employer contribution / active EE | $1,271 | $1,295-1.9% | $4,022-68.4% | $2,078-38.8% |
| Participant deferral / active EE | $4,926 | $2,439+102.0% | $3,344+47.3% | $3,356+46.8% |
| Admin fee / account holder | $0 | $95-100.0% | $5,019-100.0% | $115-100.0% |