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: COLUMIBA BENEFITS CONSULTANTS Service code 14 · EIN 52-1904735 8820 COLUMBIA 100 PARKWAY · COLUMBIA, ME 21045 | Plan Administrator | $18,269 |
LPL FINANCIAL4 years Service code 27 · EIN 95-2834236 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 921211968 | Advisory (Plan) | $13,263 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,221 | $93,182-62.2% | $146,665-76.0% | $79,386-55.6% |
| Participation rate | 93.1% | 76.4%+16.6pp | 80.1%+13.0pp | 70.7%+22.4pp |
| Annual return | 13.80% | 21.61%-7.8pp | 22.74%-8.9pp | 116.85%-103.0pp |
| Employer contribution / active EE | $2,747 | $2,420+13.5% | $4,136-33.6% | $2,427+13.2% |
| Participant deferral / active EE | $3,450 | $4,169-17.2% | $5,506-37.3% | $4,046-14.7% |
| Admin fee / account holder | $177 | $585-69.7% | $10,280-98.3% | $626-71.7% |