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 FUNDS9+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $8,327 |
SNYDER CAPITAL MANAGEMENT7 years Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $8,320 |
JACKSON SQUARE PARTNERS7 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $7,811 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $5,393 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,350 | $53,345+95.6% | $121,098-13.8% | $74,419+40.2% |
| Participation rate | 64.6% | 60.0%+4.6pp | 69.5%-4.9pp | 70.7%-6.1pp |
| Annual return | 18.63% | 35.15%-16.5pp | 985.75%-967.1pp | 34.38%-15.7pp |
| Employer contribution / active EE | $1,740 | $1,898-8.3% | $4,164-58.2% | $2,637-34.0% |
| Participant deferral / active EE | $7,142 | $3,221+121.7% | $4,080+75.1% | $4,528+57.7% |
| Admin fee / account holder | $0 | $382-100.0% | $5,644-100.0% | $348-100.0% |