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 |
|---|---|---|
Filed as: COLUMBIA BENEFITS CONSULANTS, INC. Service code 14 · EIN 52-1904735 8820 COLUMBIA 100 PARKWAY · COLUMBIA, MD 21045 | Plan Administrator | $37,827 |
LPL FINANCIAL4+ years Service code 20 · EIN 95-2834236 9785 TOWNE CENTER DRIVE · SAN DIEGO, CA 92121 | Trustee (individual) | $25,467 |
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 | $76,889 | $73,102+5.2% | $123,544-37.8% | $56,287+36.6% |
| Participation rate | 96.5% | 74.3%+22.2pp | 82.3%+14.2pp | 69.9%+26.6pp |
| Annual return | -2.13% | 3.01%-5.1pp | 119.20%-121.3pp | -9.96%+7.8pp |
| Employer contribution / active EE | $2,619 | $2,977-12.0% | $4,628-43.4% | $2,111+24.1% |
| Participant deferral / active EE | $6,478 | $5,423+19.5% | $6,426+0.8% | $3,350+93.4% |
| Admin fee / account holder | $252 | $554-54.5% | $9,284-97.3% | $521-51.6% |