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 |
|---|---|---|
PIMCO FUNDS6+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $9,137 |
Service code 28 · EIN 75-0555117 875 THIRD AVENUE · NEW YORK, NY 10022 | Investment Management | $8,040 |
JACKSON SQUARE PARTNERS4 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $6,711 |
SNYDER CAPITAL MANAGEMENT4 years Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $6,606 |
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 | $88,639 | $54,121+63.8% | $134,143-33.9% | $73,409+20.7% |
| Participation rate | 68.0% | 64.4%+3.6pp | 72.2%-4.2pp | 72.2%-4.2pp |
| Annual return | 18.76% | -312.52%+331.3pp | 36.33%-17.6pp | 59.29%-40.5pp |
| Employer contribution / active EE | $1,470 | $1,402+4.9% | $3,704-60.3% | $2,234-34.2% |
| Participant deferral / active EE | $5,947 | $2,844+109.1% | $3,499+70.0% | $3,805+56.3% |
| Admin fee / account holder | $0 | $132-100.0% | $6,684-100.0% | $158-100.0% |