See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
COMPASS 360, LLC1 year Filed as: COMPASS 360 Service code 13 118 PORTSMOUTH AVE STE D201 · STRATHAM, NH 03885 | Contract Administrator | $4,057 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,140 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,036 | $80,968-56.7% | $96,544-63.7% | $75,163-53.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 12.91% | 27.06%-14.1pp | 25.84%-12.9pp | 160.62%-147.7pp |
| Employer contribution / active EE | $3,390 | $2,282+48.6% | $2,965+14.3% | $2,670+27.0% |
| Participant deferral / active EE | $1,708 | $3,928-56.5% | $4,851-64.8% | $4,125-58.6% |
| Admin fee / account holder | $131 | $6,724-98.0% | $8,252-98.4% | $5,651-97.7% |