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 LLC2 years Filed as: ASCENSUS, LLC Service code 15 · EIN 11-3665754 | Recordkeeping | $15,025 |
COMPASS 360, LLC2 years Filed as: COMPASS 360 LLC Service code 15 118 PORTSMOUTH AVE, · STRATHAM, NH 03885 | Recordkeeping | $1,200 |
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 | $246,137 | $77,660+216.9% | $109,143+125.5% | $79,386+210.0% |
| Participation rate | 78.1% | 67.8%+10.3pp | 75.9%+2.2pp | 70.7%+7.4pp |
| Annual return | 20.04% | 23.44%-3.4pp | 25.75%-5.7pp | 116.85%-96.8pp |
| Employer contribution / active EE | $3,300 | $2,797+18.0% | $3,722-11.3% | $2,427+36.0% |
| Participant deferral / active EE | $11,001 | $3,518+212.7% | $4,653+136.4% | $4,046+171.9% |
| Admin fee / account holder | $89 | $732-87.8% | $6,752-98.7% | $626-85.7% |