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 |
|---|---|---|
COLUMBIA1+ years Filed as: COLUMBIA RIDGE CAPITAL MANAGEMENT Service code 26 · EIN 55-0846628 | Advisory (Participants) | $40,725 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,838 | $72,770-60.4% | $67,652-57.4% | $55,191-47.7% |
| Participation rate | 93.8% | 78.8%+15.1pp | 75.7%+18.2pp | 69.2%+24.7pp |
| Annual return | 0.02% | -3.26%+3.3pp | 6625.04%-6625.0pp | 10.78%-10.8pp |
| Employer contribution / active EE | $1,297 | $1,769-26.7% | $2,266-42.7% | $1,899-31.7% |
| Participant deferral / active EE | $2,183 | $3,408-36.0% | $3,560-38.7% | $3,046-28.3% |
| Admin fee / account holder | $131 | $79+66.8% | $4,821-97.3% | $91+44.8% |