See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN CENTURY1+ years Filed as: AMERICAN CENTURY INVESTMENT INC Service code 28 · EIN 44-6006315 | Investment Management | $0 |
AMERICAN CENTURY1+ years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 | Investment Management | $0 |
BOSTON TRUST WALDEN COMPANY1+ years Filed as: BOSTON TRUST INVESTMENT , INC. Service code 28 1 BEACON ST · BOSTON, MA 02108 | Investment Management | $0 |
Filed as: BOSTON TRUST INVESTMENT MANAGEMENT Service code 28 | Investment Management | $0 |
CALVERT1+ years Filed as: CALVERT RESEARCH AND MANAGEMENT Service code 28 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 | Securities Custodian | $0 |
EVERENCE TRUST COMPANY1+ years Filed as: EVERENCE CAPITAL , INC Service code 28 1110 NORTH MAIN STREET · GOSHEN, IN 46527 | Investment Management | $0 |
EVERENCE TRUST COMPANY1+ years Filed as: EVERENCE CAPITAL MANAGEMENT INC Service code 28 | Investment Management | $0 |
Filed as: FIDELITY & RESEARCH COMPANY Service code 28 · EIN 06-1194217 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 | Investment Management | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,762 | $79,013-68.7% | $100,391-75.3% | $74,495-66.8% |
| Participation rate | 97.2% | 79.5%+17.7pp | 81.5%+15.7pp | 67.2%+30.0pp |
| Annual return | 0.00% | 20.41%-20.4pp | 49.20%-49.2pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $1,109 | $3,021-63.3% | $3,942-71.9% | $2,623-57.7% |
| Participant deferral / active EE | $4,884 | $7,760-37.1% | $8,082-39.6% | $4,346+12.4% |
| Admin fee / account holder | $4 | $1,320-99.7% | $7,899-100.0% | $1,942-99.8% |