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 |
|---|---|---|
AMERICAN CENTURY2 years Filed as: AMERICAN CENTURY INVESTMENT INC Service code 28 · EIN 44-6006315 | Investment Management | $0 |
AMERICAN CENTURY2 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 | Investment Management | $0 |
BOSTON TRUST WALDEN COMPANY2 years Filed as: BOSTON TRUST INVESTMENT , INC. Service code 28 ONE BEACON STREET, 33RD FLOOR · BOSSTON, MA 02108 | Investment Management | $0 |
Filed as: BOSTON TRUST INVESTMENT MANAGEMENT Service code 28 | Investment Management | $0 |
CALVERT2 years Filed as: CALVERT RESEARCH AND MANAGEMENT Service code 28 TWO INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.7+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $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 |
GOLDMAN SACHS3 years Filed as: GOLDMAN SACHS ASSET LP Service code 28 · EIN 13-4019460 | Investment Management | $0 |
GOLDMAN SACHS3 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 28 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,049 | $59,107+21.9% | $86,436-16.6% | $68,494+5.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.54% | -0.23%-13.3pp | 4394.89%-4408.4pp | -7.84%-5.7pp |
| Employer contribution / active EE | $3,104 | $2,519+23.2% | $3,769-17.6% | $2,596+19.6% |
| Participant deferral / active EE | $3,678 | $5,901-37.7% | $6,952-47.1% | $4,027-8.7% |
| Admin fee / account holder | $10 | $5,637-99.8% | $6,731-99.9% | $5,403-99.8% |