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 9841 BROKEN LAND PARKWAY · COLUMBIA, ME 21046 | Plan Administrator | $23,806 |
LPL FINANCIAL5 years Service code 27 · EIN 95-2834236 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 921211968 | Advisory (Plan) | $13,566 |
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 | $31,790 | $86,655-63.3% | $119,609-73.4% | $66,914-52.5% |
| Participation rate | 91.4% | 75.6%+15.9pp | 79.3%+12.2pp | 69.8%+21.6pp |
| Annual return | -18.41% | -8.00%-10.4pp | -14.97%-3.4pp | 1.58%-20.0pp |
| Employer contribution / active EE | $2,492 | $2,536-1.7% | $4,232-41.1% | $2,544-2.0% |
| Participant deferral / active EE | $3,164 | $4,358-27.4% | $5,602-43.5% | $4,237-25.3% |
| Admin fee / account holder | $215 | $755-71.5% | $10,323-97.9% | $593-63.8% |