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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $33,318 |
COLUMBIA3 years Filed as: COLUMBIA PACIFIC WEALTH MANAGEMENT Service code 15 · EIN 27-4363483 | Recordkeeping | $31,887 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,759 | $59,263-29.5% | $96,562-56.8% | $79,386-47.4% |
| Participation rate | 96.1% | 61.9%+34.2pp | 69.8%+26.3pp | 70.7%+25.4pp |
| Annual return | 14.46% | 27.07%-12.6pp | 37.78%-23.3pp | 116.85%-102.4pp |
| Employer contribution / active EE | $878 | $1,216-27.8% | $2,356-62.7% | $2,427-63.8% |
| Participant deferral / active EE | $6,974 | $2,948+136.6% | $3,849+81.2% | $4,046+72.4% |
| Admin fee / account holder | $239 | $658-63.7% | $6,181-96.1% | $626-61.9% |