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 FINANCIAL3+ years Service code 27 · EIN 95-2834236 9785 TOWNE CENTER DRIVE · SAN DIEGO, CA 921211968 | Advisory (Plan) | $25,758 |
Filed as: COLUMBIA BENEFITS CONSULTANTS, INC Service code 14 · EIN 52-1904735 8820 COLUMBIA 100 PARKWAY SUITE 401 · COLUMBIA, MD 21045 | Plan Administrator | $24,978 |
EXPERTPLAN, INC.3+ 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $39,463 | $75,284-47.6% | $91,001-56.6% | $69,631-43.3% |
| Participation rate | 38.3% | 80.4%-42.1pp | 75.6%-37.3pp | 70.7%-32.4pp |
| Annual return | 17.10% | 48.40%-31.3pp | 4.60%+12.5pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $897 | $2,473-63.7% | $2,456-63.5% | $2,032-55.8% |
| Participant deferral / active EE | $1,773 | $3,700-52.1% | $3,547-50.0% | $3,224-45.0% |
| Admin fee / account holder | $323 | $111+192.3% | $5,417-94.0% | $110+192.6% |