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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $36,673 |
COLUMBIA5 years Filed as: COLUMBIA PACIFIC WEALTH MANAGEMENT Service code 15 · EIN 27-4363483 | Recordkeeping | $34,163 |
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 | $43,018 | $54,701-21.4% | $86,188-50.1% | $71,457-39.8% |
| Participation rate | 96.3% | 60.1%+36.2pp | 69.0%+27.3pp | 67.9%+28.4pp |
| Annual return | 19.15% | 20.06%-0.9pp | 1168.45%-1149.3pp | 28.85%-9.7pp |
| Employer contribution / active EE | $1,003 | $1,265-20.7% | $2,380-57.9% | $2,588-61.2% |
| Participant deferral / active EE | $7,956 | $3,108+156.0% | $3,985+99.6% | $4,289+85.5% |
| Admin fee / account holder | $227 | $1,922-88.2% | $6,852-96.7% | $1,587-85.7% |