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 |
|---|---|---|
LPL FINANCIAL1+ years Service code 27 · EIN 95-2834236 9785 TOWNE CENTER DRIVE · SAN DIEGO, CA 921211968 | Advisory (Plan) | $12,453 |
Filed as: COLUMBIA BENEFITS CONSULTANTS, INC Service code 14 · EIN 52-1904735 8820 COLUMBIA 100 PARKWAY SUITE 401 · COLUMBIA, MD 21045 | Plan Administrator | $6,415 |
EXPERTPLAN, INC.1+ years Service code 64 · EIN 52-2269494 50 MILESTONE RD · EAST WINDSOR, NJ 08520 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,677 | $62,324-57.2% | $68,509-61.1% | $55,191-51.7% |
| Participation rate | 20.7% | 78.9%-58.1pp | 74.7%-54.0pp | 69.2%-48.4pp |
| Annual return | 50.63% | 4.26%+46.4pp | 8.27%+42.4pp | 10.78%+39.9pp |
| Employer contribution / active EE | $431 | $2,223-80.6% | $2,278-81.1% | $1,899-77.3% |
| Participant deferral / active EE | $829 | $3,425-75.8% | $3,382-75.5% | $3,046-72.8% |
| Admin fee / account holder | $49 | $91-46.8% | $5,275-99.1% | $91-46.5% |