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 | $70,422 |
LPL FINANCIAL8+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,265 | $82,202+8.6% | $125,339-28.8% | $64,808+37.7% |
| Participation rate | 84.9% | 77.9%+7.1pp | 82.4%+2.6pp | 71.5%+13.5pp |
| Annual return | -16.33% | 3.48%-19.8pp | 572.05%-588.4pp | 32.82%-49.1pp |
| Employer contribution / active EE | $2,928 | $3,615-19.0% | $4,814-39.2% | $2,506+16.8% |
| Participant deferral / active EE | $7,241 | $7,175+0.9% | $7,446-2.8% | $4,310+68.0% |
| Admin fee / account holder | $345 | $163+111.4% | $10,010-96.6% | $188+83.8% |