Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES Service code 99 · EIN 04-2675571 | Other Fees | $87,333 |
COMPASS 360, LLC3 years Filed as: COMPASS Service code 49 118 PORTSMOUTH AVE STE D201 · STRATHAM, NH 03885 | Other Services | $18,484 |
MORNINGSTAR10+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,452 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,863 | $83,369+170.9% | $105,223+114.7% | $67,986+232.2% |
| Participation rate | 98.1% | 56.3%+41.8pp | 75.0%+23.1pp | 57.2%+40.9pp |
| Annual return | 13.43% | 24.64%-11.2pp | 180.65%-167.2pp | 31.67%-18.2pp |
| Employer contribution / active EE | $16,463 | $2,541+548.0% | $3,689+346.3% | $2,019+715.5% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $25 | $4,073-99.4% | $8,859-99.7% | $3,203-99.2% |