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 CENTURY4 years Filed as: AMERICAN CENTURY INVESTMENT INC Service code 28 · EIN 44-6006315 | Investment Management | $0 |
AMERICAN CENTURY4 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 | Investment Management | $0 |
BOSTON TRUST WALDEN COMPANY4 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 |
CALVERT4 years Filed as: CALVERT RESEARCH AND MANAGEMENT Service code 28 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.9+ years Service code 19 | Securities Custodian | $0 |
EVERENCE TRUST COMPANY1 year Filed as: EVERENCE CAPITAL MANAGEMENT INC Service code 28 | Investment Management | $0 |
EVERENCE TRUST COMPANY1 year Filed as: EVERENCE CAPITAL, INC Service code 28 1110 NORTH MAIN STREET · GOSHEN, IN 46527 | 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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,733 | $77,503+8.0% | $100,391-16.6% | $80,856+3.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 15.18% | 37.20%-22.0pp | 49.20%-34.0pp | 35.59%-20.4pp |
| Employer contribution / active EE | $3,970 | $2,801+41.7% | $3,942+0.7% | $2,755+44.1% |
| Participant deferral / active EE | $4,973 | $6,820-27.1% | $8,082-38.5% | $4,296+15.8% |
| Admin fee / account holder | $10 | $5,897-99.8% | $7,899-99.9% | $6,918-99.9% |