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 |
|---|---|---|
Filed as: COMPASS CAPITAL MANAGEMENT, INC Service code 27 · EIN 41-1611668 | Advisory (Plan) | $29,335 |
ALERUS FINANCIAL, N.A.1 year Service code 15 · EIN 45-6062081 | Recordkeeping | $11,147 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $5,132 |
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 | $36,273 | $42,396-14.4% | $67,313-46.1% | $56,287-35.6% |
| Participation rate | 79.2% | 61.0%+18.2pp | 69.1%+10.1pp | 69.9%+9.4pp |
| Annual return | 15.41% | -36.63%+52.0pp | -4.08%+19.5pp | -9.96%+25.4pp |
| Employer contribution / active EE | $1,873 | $1,414+32.5% | $2,566-27.0% | $2,111-11.3% |
| Participant deferral / active EE | $2,391 | $2,360+1.3% | $3,568-33.0% | $3,350-28.6% |
| Admin fee / account holder | $229 | $510-55.0% | $4,507-94.9% | $521-56.0% |