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 9-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 |
|---|---|---|
T ROWE PRICE RPS INC1 year Service code 15 · EIN 52-1309931 | Recordkeeping | $580 |
COLUMBIA1 year Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,530 | $73,638-36.8% | $95,952-51.5% | $73,488-36.7% |
| Participation rate | 83.1% | 76.2%+7.0pp | 77.1%+6.1pp | 70.7%+12.4pp |
| Annual return | 26.62% | 16.78%+9.8pp | 91.61%-65.0pp | 28.51%-1.9pp |
| Employer contribution / active EE | $4,112 | $1,863+120.7% | $2,541+61.8% | $2,270+81.1% |
| Participant deferral / active EE | $8,781 | $3,617+142.8% | $4,167+110.7% | $3,740+134.8% |
| Admin fee / account holder | $4 | $482-99.2% | $6,795-99.9% | $513-99.3% |