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 |
|---|---|---|
GEIER ASSET MANAGEMENT3 years Service code 27 · EIN 52-1753670 2205 WARWICK WAY · MARRIOTTSVILLE, MD 21104 | Advisory (Plan) | $16,147 |
Filed as: COLUMBIA BENEFITS CONSULTANTS INC Service code 14 · EIN 52-1904735 9841 BROKEN LAND PARKWAY · COLUMBIA, MD 21046 | Plan Administrator | $9,155 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,996 | $98,750-30.1% | $149,696-53.9% | $79,858-13.6% |
| Participation rate | 72.5% | 75.8%-3.2pp | 82.5%-9.9pp | 69.6%+2.9pp |
| Annual return | 15.22% | 27.43%-12.2pp | 276.60%-261.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $4,409 | $3,216+37.1% | $4,644-5.1% | $2,471+78.4% |
| Participant deferral / active EE | $8,827 | $5,680+55.4% | $6,842+29.0% | $3,740+136.0% |
| Admin fee / account holder | $294 | $6,053-95.1% | $9,309-96.8% | $5,306-94.5% |