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 MANAGEMENT5 years Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $9,727 |
JACKSON SQUARE PARTNERS5 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $8,579 |
PIMCO FUNDS7+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $8,025 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $5,072 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,820 | $62,723+67.1% | $142,863-26.6% | $86,799+20.8% |
| Participation rate | 72.4% | 62.6%+9.8pp | 71.9%+0.4pp | 72.3%+0.1pp |
| Annual return | 16.09% | 17.62%-1.5pp | 5637.54%-5621.5pp | 97.91%-81.8pp |
| Employer contribution / active EE | $1,808 | $1,627+11.2% | $4,144-56.4% | $2,405-24.8% |
| Participant deferral / active EE | $7,425 | $3,039+144.3% | $3,837+93.5% | $4,131+79.7% |
| Admin fee / account holder | $0 | $140-100.0% | $6,560-100.0% | $170-100.0% |