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 CENTURY3 years Filed as: AMERICAN CENTURY INVESTMENT INC Service code 28 · EIN 44-6006315 | Investment Management | $0 |
AMERICAN CENTURY3 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 | Investment Management | $0 |
BOSTON TRUST WALDEN COMPANY3 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 |
CALVERT3 years Filed as: CALVERT RESEARCH AND MANAGEMENT Service code 28 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.8+ years Service code 19 | 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 SACHS4 years Filed as: GOLDMAN SACHS ASSET LP Service code 28 · EIN 13-4019460 | Investment Management | $0 |
GOLDMAN SACHS4 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 28 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,687 | $68,346+18.1% | $94,646-14.7% | $75,163+7.3% |
| Participation rate | 98.6% | 76.1%+22.5pp | 80.8%+17.8pp | 67.2%+31.5pp |
| Annual return | 11.45% | 616.93%-605.5pp | 156.71%-145.3pp | 160.62%-149.2pp |
| Employer contribution / active EE | $3,460 | $2,701+28.1% | $3,672-5.8% | $2,670+29.6% |
| Participant deferral / active EE | $3,975 | $6,537-39.2% | $7,418-46.4% | $4,125-3.6% |
| Admin fee / account holder | $19 | $5,326-99.6% | $7,231-99.7% | $5,651-99.7% |