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 CENTURY5 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 44-6006315 | Investment Management | $0 |
Filed as: BOSTON TRUST INVESTMENT MANAGEMENT Service code 28 | Investment Management | $0 |
Filed as: BOSTON TRUST WALDEN INC. Service code 28 100 SUMMER STREET · BOSTON, MA 43229 | Investment Management | $0 |
CALVERT5 years Filed as: CALVERT RESEARCH AND MANAGEMENT Service code 28 TWO INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 | Securities Custodian | $0 |
EVERENCE TRUST COMPANY2 years Filed as: EVERENCE CAPITAL MANAGEMENT INC Service code 28 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 · EIN 06-1194217 | 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 | $90,695 | $80,673+12.4% | $101,326-10.5% | $84,808+6.9% |
| Participation rate | 94.4% | 77.8%+16.6pp | 81.5%+12.9pp | 68.3%+26.1pp |
| Annual return | 14.30% | 38.95%-24.7pp | 36.82%-22.5pp | 40.90%-26.6pp |
| Employer contribution / active EE | $4,361 | $2,698+61.6% | $3,665+19.0% | $2,631+65.7% |
| Participant deferral / active EE | $5,925 | $6,840-13.4% | $7,994-25.9% | $4,212+40.7% |
| Admin fee / account holder | $13 | $12,784-99.9% | $11,185-99.9% | $7,344-99.8% |