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 FINANCIAL6+ years Service code 27 · EIN 95-2834236 9785 TOWNE CENTER DRIVE · SAN DIEGO, CA 921211968 | Advisory (Plan) | $42,854 |
Filed as: COLUMBIA BENEFITS CONSULTANTS, INC Service code 14 · EIN 52-1904735 8820 COLUMBIA 100 PARKWAY SUITE 401 · COLUMBIA, MD 21045 | Plan Administrator | $40,640 |
EXPERTPLAN, INC.6+ 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.
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 | $29,648 | $85,135-65.2% | $98,907-70.0% | $73,409-59.6% |
| Participation rate | 36.7% | 81.1%-44.4pp | 76.0%-39.3pp | 72.2%-35.5pp |
| Annual return | 16.43% | 19.14%-2.7pp | 196.43%-180.0pp | 59.29%-42.9pp |
| Employer contribution / active EE | $836 | $2,721-69.3% | $2,689-68.9% | $2,234-62.6% |
| Participant deferral / active EE | $1,325 | $4,349-69.5% | $4,244-68.8% | $3,805-65.2% |
| Admin fee / account holder | $204 | $139+46.6% | $6,642-96.9% | $158+29.3% |