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 | $45,563 |
LPL FINANCIAL6+ years Service code 20 · EIN 95-2834236 9785 TOWNE CENTER DRIVE · SAN DIEGO, CA 92121 | Trustee (individual) | $30,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $117,250 | $99,957+17.3% | $149,696-21.7% | $73,488+59.5% |
| Participation rate | 86.8% | 75.7%+11.1pp | 82.5%+4.3pp | 70.7%+16.1pp |
| Annual return | 21.84% | 53.87%-32.0pp | 276.60%-254.8pp | 28.51%-6.7pp |
| Employer contribution / active EE | $2,650 | $3,191-17.0% | $4,644-42.9% | $2,270+16.7% |
| Participant deferral / active EE | $6,601 | $6,073+8.7% | $6,842-3.5% | $3,740+76.5% |
| Admin fee / account holder | $308 | $551-44.0% | $9,309-96.7% | $513-39.9% |