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.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Service code 15 · EIN 52-1309931 | Recordkeeping | $36,174 |
COLUMBIA3 years 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 | $53,311 | $72,254-26.2% | $86,677-38.5% | $64,808-17.7% |
| Participation rate | 79.5% | 80.4%-0.9pp | 76.6%+2.9pp | 71.5%+8.0pp |
| Annual return | -10.60% | 392.42%-403.0pp | 35.91%-46.5pp | 32.82%-43.4pp |
| Employer contribution / active EE | $4,016 | $2,393+67.8% | $2,836+41.6% | $2,506+60.2% |
| Participant deferral / active EE | $9,603 | $4,658+106.2% | $4,656+106.3% | $4,310+122.8% |
| Admin fee / account holder | $134 | $174-23.2% | $7,493-98.2% | $188-28.9% |