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 FINANCIAL2+ years Service code 27 · EIN 95-2834236 9785 TOWNE CENTER DRIVE · SAN DIEGO, CA 921211968 | Advisory (Plan) | $18,963 |
Filed as: COLUMBIA BENEFITS CONSULTANTS, INC Service code 14 · EIN 52-1904735 8820 COLUMBIA 100 PARKWAY SUITE 401 · COLUMBIA, MD 21045 | Plan Administrator | $17,755 |
EXPERTPLAN, INC.2+ 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.
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 | $29,384 | $74,024-60.3% | $77,999-62.3% | $57,658-49.0% |
| Participation rate | 31.5% | 79.7%-48.2pp | 75.5%-44.0pp | 70.2%-38.7pp |
| Annual return | 7.23% | 12.14%-4.9pp | 425.96%-418.7pp | 5.13%+2.1pp |
| Employer contribution / active EE | $817 | $2,365-65.5% | $2,470-66.9% | $1,974-58.6% |
| Participant deferral / active EE | $1,532 | $3,533-56.6% | $3,497-56.2% | $3,061-49.9% |
| Admin fee / account holder | $267 | $93+186.6% | $5,480-95.1% | $95+182.6% |