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 9841 BROKEN LAND PARKWAY · COLUMBIA, MD 21046 | Plan Administrator | $57,390 |
LPL FINANCIAL7+ 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,297 | $104,317+6.7% | $159,436-30.2% | $86,799+28.2% |
| Participation rate | 87.3% | 77.7%+9.6pp | 82.8%+4.5pp | 72.3%+15.0pp |
| Annual return | 12.62% | 26.32%-13.7pp | 263.57%-251.0pp | 97.91%-85.3pp |
| Employer contribution / active EE | $2,652 | $3,451-23.2% | $4,829-45.1% | $2,405+10.2% |
| Participant deferral / active EE | $6,512 | $6,837-4.7% | $7,352-11.4% | $4,131+57.6% |
| Admin fee / account holder | $300 | $172+74.4% | $10,799-97.2% | $170+77.1% |