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 |
|---|---|---|
T ROWE PRICE RPS INC6+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,080 |
COLUMBIA1 year Filed as: COLUMBIA MANAGEMENT FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Filed as: FIDELITY FUNDS Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,598 | $70,908-6.1% | $98,907-32.7% | $73,488-9.4% |
| Participation rate | 76.5% | 73.8%+2.7pp | 76.0%+0.4pp | 70.7%+5.8pp |
| Annual return | 10.07% | 34.17%-24.1pp | 196.43%-186.4pp | 28.51%-18.4pp |
| Employer contribution / active EE | $1,968 | $2,036-3.3% | $2,689-26.8% | $2,270-13.3% |
| Participant deferral / active EE | $4,008 | $3,500+14.5% | $4,244-5.6% | $3,740+7.2% |
| Admin fee / account holder | $9 | $535-98.4% | $6,642-99.9% | $513-98.3% |