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 | $71,316 |
LPL FINANCIAL9+ 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 | $91,597 | $95,274-3.9% | $135,903-32.6% | $74,419+23.1% |
| Participation rate | 88.4% | 78.2%+10.2pp | 81.9%+6.5pp | 70.7%+17.6pp |
| Annual return | 16.66% | 32.77%-16.1pp | 68.23%-51.6pp | 34.38%-17.7pp |
| Employer contribution / active EE | $2,813 | $3,874-27.4% | $4,856-42.1% | $2,637+6.6% |
| Participant deferral / active EE | $6,832 | $7,782-12.2% | $7,758-11.9% | $4,528+50.9% |
| Admin fee / account holder | $305 | $266+14.7% | $10,762-97.2% | $348-12.3% |