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 |
|---|---|---|
COLUMBIA2+ years Filed as: COLUMBIA RIDGE CAPITAL MANAGEMENT Service code 26 · EIN 55-0846628 | Advisory (Participants) | $15,133 |
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 | $35,429 | $63,905-44.6% | $74,183-52.2% | $57,658-38.6% |
| Participation rate | 96.7% | 79.8%+16.9pp | 76.6%+20.1pp | 70.2%+26.5pp |
| Annual return | 7.26% | 60.60%-53.3pp | 17.74%-10.5pp | 5.13%+2.1pp |
| Employer contribution / active EE | $785 | $1,840-57.3% | $2,370-66.9% | $1,974-60.2% |
| Participant deferral / active EE | $2,364 | $3,448-31.4% | $3,550-33.4% | $3,061-22.8% |
| Admin fee / account holder | $152 | $91+66.9% | $5,586-97.3% | $95+60.8% |