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 |
|---|---|---|
COMPASS 360, LLC1 year Filed as: COMPASS ADVISORY GROUP, LLC Service code 27 · EIN 82-1499251 | Advisory (Plan) | $34,883 |
WILLIAM BLAIR5 years Filed as: WILLIAM BLAIR & CO. Service code 27 · EIN 36-2214610 | Advisory (Plan) | $30,593 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,118 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,406 | $81,357-44.2% | $75,972-40.2% | $199,593-77.3% |
| Participation rate | 36.1% | 69.9%-33.9pp | 69.1%-33.0pp | 72.0%-35.9pp |
| Annual return | 15.55% | 16.32%-0.8pp | 359.55%-344.0pp | 34.25%-18.7pp |
| Employer contribution / active EE | $883 | $3,341-73.6% | $2,685-67.1% | $3,034-70.9% |
| Participant deferral / active EE | $2,886 | $4,710-38.7% | $4,255-32.2% | $5,087-43.3% |
| Admin fee / account holder | $101 | $144-29.8% | $6,467-98.4% | $269-62.3% |