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 |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 15 · EIN 11-3665754 | Recordkeeping | $16,594 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIESMMA SECURITIES Service code 27 · EIN 04-2848081 | Advisory (Plan) | $12,408 |
COMPASS 360, LLC1 year Filed as: COMPASS 360 LLC Service code 15 118 PORTSMOUTH AVE, · STRATHAM, NH 03885 | Recordkeeping | $450 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $208,012 | $69,362+199.9% | $101,248+105.4% | $73,488+183.1% |
| Participation rate | 82.6% | 68.4%+14.2pp | 75.8%+6.8pp | 70.7%+12.0pp |
| Annual return | 18.26% | 18.46%-0.2pp | 46.47%-28.2pp | 28.51%-10.2pp |
| Employer contribution / active EE | $3,303 | $2,628+25.7% | $3,660-9.7% | $2,270+45.5% |
| Participant deferral / active EE | $11,048 | $3,300+234.8% | $4,370+152.8% | $3,740+195.4% |
| Admin fee / account holder | $177 | $704-74.8% | $5,945-97.0% | $513-65.4% |