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, LLC2 years Filed as: COMPASS FINANCIAL GROUP Service code 27 4300 SOUTH LOUISE AVENUE · SIOUX FALLS, SD 57106 | Advisory (Plan) | $31,045 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,469 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,120 | $81,900-14.4% | $119,609-41.4% | $68,494+2.4% |
| Participation rate | 87.1% | 71.9%+15.3pp | 79.3%+7.9pp | 67.9%+19.3pp |
| Annual return | -16.54% | -23.82%+7.3pp | -14.97%-1.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $3,670 | $2,693+36.2% | $4,232-13.3% | $2,596+41.3% |
| Participant deferral / active EE | $4,804 | $4,148+15.8% | $5,602-14.2% | $4,027+19.3% |
| Admin fee / account holder | $472 | $6,582-92.8% | $10,323-95.4% | $5,403-91.3% |