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, LLC2 years Filed as: COMPASS ADVISORY GROUP LLC Service code 26 · EIN 13-3749682 155 PINELAWN RD, STE 210N · MELVILLE, NY 11747 | Advisory (Participants) | $8,279 |
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 | $40,068 | $37,393+7.2% | $77,024-48.0% | $66,914-40.1% |
| Participation rate | 39.9% | 52.9%-13.0pp | 67.9%-28.0pp | 69.8%-29.9pp |
| Annual return | -16.57% | -3.29%-13.3pp | 42.32%-58.9pp | 1.58%-18.2pp |
| Employer contribution / active EE | $513 | $1,531-66.5% | $2,812-81.8% | $2,544-79.9% |
| Participant deferral / active EE | $1,388 | $2,617-47.0% | $4,426-68.7% | $4,237-67.3% |
| Admin fee / account holder | $236 | $567-58.3% | $5,425-95.6% | $593-60.2% |