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 6-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 FINANCIAL GROUP Service code 27 4300 SOUTH LOUISE AVENUE · SIOUX FALLS, SD 57106 | Advisory (Plan) | $33,157 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $8,594 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,276 | $99,985-24.7% | $146,665-48.7% | $85,850-12.3% |
| Participation rate | 81.8% | 73.1%+8.8pp | 80.1%+1.7pp | 69.3%+12.5pp |
| Annual return | 13.43% | 18.93%-5.5pp | 22.74%-9.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $3,356 | $2,559+31.2% | $4,136-18.9% | $2,565+30.9% |
| Participant deferral / active EE | $3,908 | $4,006-2.4% | $5,506-29.0% | $3,952-1.1% |
| Admin fee / account holder | $454 | $7,702-94.1% | $10,280-95.6% | $6,260-92.8% |