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 MANAGEM Service code 28 · EIN 44-6006315 | Investment Management | $0 |
Filed as: BOSTON TRUST INVESTMENT MANAGEMENT Service code 28 | Investment Management | $0 |
BOSTON TRUST WALDEN COMPANY1+ years Filed as: BOSTON TRUST WALDEN INC. Service code 28 100 SUMMER STREET · BOSTON, MA 43229 | Investment Management | $0 |
CALVERT1+ years Filed as: CALVERT RESEARCH AND MANAGEMENT Service code 28 TWO INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 | Securities Custodian | $0 |
EVERENCE TRUST COMPANY1+ 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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,884 | $88,634-58.4% | $101,326-63.6% | $74,304-50.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 60.3%+39.7pp |
| Annual return | 29.60% | 33.10%-3.5pp | 36.82%-7.2pp | 29.43%+0.2pp |
| Employer contribution / active EE | $1,347 | $2,930-54.0% | $3,665-63.3% | $2,241-39.9% |
| Participant deferral / active EE | $5,940 | $7,322-18.9% | $7,994-25.7% | $3,767+57.7% |
| Admin fee / account holder | $14 | $2,425-99.4% | $11,185-99.9% | $2,969-99.5% |