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 INC8+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,360 |
COLUMBIA7 years Filed as: COLUMBIA FUNDS Service code 15 | Recordkeeping | $0 |
COLUMBIA3 years 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 |
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 | $62,383 | $73,004-14.5% | $90,749-31.3% | $68,494-8.9% |
| Participation rate | 86.0% | 70.8%+15.2pp | 75.7%+10.3pp | 67.9%+18.1pp |
| Annual return | -16.78% | -13.81%-3.0pp | -12.16%-4.6pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,116 | $2,193-3.5% | $2,921-27.5% | $2,596-18.5% |
| Participant deferral / active EE | $4,517 | $3,627+24.6% | $4,564-1.0% | $4,027+12.2% |
| Admin fee / account holder | $11 | $5,896-99.8% | $8,445-99.9% | $5,403-99.8% |