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 | $30,043 |
LPL FINANCIAL10+ years Service code 20 · EIN 95-2834236 9785 TOWNE CENTER DRIVE · SAN DIEGO, CA 92121 | Trustee (individual) | $25,000 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST Service code 13 · EIN 62-0951563 | Contract Administrator | $7,957 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,686 | $106,028-5.0% | $146,958-31.5% | $77,643+29.7% |
| Participation rate | 91.5% | 78.4%+13.2pp | 82.2%+9.4pp | 70.6%+20.9pp |
| Annual return | 15.96% | 56.73%-40.8pp | 418.34%-402.4pp | 31.24%-15.3pp |
| Employer contribution / active EE | $2,926 | $4,063-28.0% | $4,933-40.7% | $2,726+7.3% |
| Participant deferral / active EE | $7,192 | $7,990-10.0% | $8,070-10.9% | $4,647+54.8% |
| Admin fee / account holder | $173 | $337-48.9% | $12,998-98.7% | $430-59.9% |