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 | $19,033 |
LPL FINANCIAL7 years Service code 27 · EIN 95-2834236 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 921211968 | Advisory (Plan) | $14,794 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST Service code 13 · EIN 62-0951563 | Contract Administrator | $8,060 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,008 | $88,083-60.3% | $164,813-78.8% | $74,495-53.0% |
| Participation rate | 88.3% | 73.0%+15.3pp | 78.6%+9.7pp | 67.2%+21.1pp |
| Annual return | 12.51% | 17.26%-4.8pp | 69.93%-57.4pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $2,312 | $2,593-10.8% | $4,341-46.7% | $2,623-11.9% |
| Participant deferral / active EE | $2,574 | $4,498-42.8% | $6,031-57.3% | $4,346-40.8% |
| Admin fee / account holder | $187 | $2,234-91.6% | $12,690-98.5% | $1,942-90.4% |