See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
COMPASS 360, LLC3 years Filed as: COMPASS 360 Service code 13 | Contract Administrator | $3,497 |
COMPASS3602 years Service code 13 118 PORTSMOUTH AVENUE · STRATHAM, NH 03885 | Contract Administrator | $1,998 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREEWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,385 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,853 | $65,561-49.9% | $91,541-64.1% | $74,304-55.8% |
| Participation rate | 100.0% | 56.6%+43.4pp | 69.8%+30.2pp | 60.3%+39.7pp |
| Annual return | 14.71% | 17.68%-3.0pp | 20.50%-5.8pp | 29.43%-14.7pp |
| Employer contribution / active EE | $2,179 | $1,717+26.9% | $2,505-13.0% | $2,241-2.8% |
| Participant deferral / active EE | $3,937 | $2,918+34.9% | $4,008-1.8% | $3,767+4.5% |
| Admin fee / account holder | $16 | $3,333-99.5% | $6,956-99.8% | $2,969-99.4% |