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 |
|---|---|---|
COMPASS3601 year Service code 13 118 PORTSMOUTH AVENUE · STRATHAM, NH 03885 | Contract Administrator | $3,185 |
COMPASS 360, LLC2 years Filed as: COMPASS 360 Service code 13 | Contract Administrator | $3,086 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREEWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $815 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,346 | $62,127-46.3% | $81,382-59.0% | $74,495-55.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 14.75% | 16.48%-1.7pp | 24.73%-10.0pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $2,098 | $1,882+11.4% | $2,463-14.8% | $2,623-20.0% |
| Participant deferral / active EE | $3,846 | $3,229+19.1% | $3,883-1.0% | $4,346-11.5% |
| Admin fee / account holder | $20 | $1,934-99.0% | $5,768-99.7% | $1,942-99.0% |