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 INC9+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,260 |
COLUMBIA8 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,346 | $79,944-7.0% | $98,439-24.5% | $75,163-1.1% |
| Participation rate | 80.0% | 70.4%+9.6pp | 75.2%+4.8pp | 67.2%+12.8pp |
| Annual return | 18.74% | 19.75%-1.0pp | 21.16%-2.4pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,331 | $2,264+2.9% | $3,048-23.5% | $2,670-12.7% |
| Participant deferral / active EE | $4,872 | $3,752+29.8% | $4,738+2.8% | $4,125+18.1% |
| Admin fee / account holder | $10 | $6,840-99.8% | $8,948-99.9% | $5,651-99.8% |