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 | $26,183 |
LPL FINANCIAL6 years Service code 27 · EIN 95-2834236 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 921211968 | Advisory (Plan) | $14,521 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,600 | $82,978-55.9% | $129,995-71.8% | $71,457-48.8% |
| Participation rate | 90.9% | 74.1%+16.8pp | 78.5%+12.4pp | 67.9%+22.9pp |
| Annual return | 19.36% | 20.60%-1.2pp | -137.18%+156.5pp | 28.85%-9.5pp |
| Employer contribution / active EE | $2,565 | $2,622-2.2% | $4,320-40.6% | $2,588-0.9% |
| Participant deferral / active EE | $3,077 | $4,432-30.6% | $5,820-47.1% | $4,289-28.3% |
| Admin fee / account holder | $206 | $1,729-88.1% | $10,614-98.1% | $1,587-87.0% |