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 360 LLC Service code 14 118 PORTSMOUTH AVE · STRATHAM, NH 03885 | Plan Administrator | $28,580 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 101 HUNTINGTON AVE · BOSTON, MA 02199 | Advisory (Plan) | $14,961 |
GRAY, GRAY & GRAY1 year Filed as: GRAY, GRAY AND GRAY LLP Service code 10 150 ROYALL ST, STE 102 · CANTON, MA 02021 | Accounting | $13,000 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,740 |
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 | $76,117 | $87,125-12.6% | $108,410-29.8% | $86,799-12.3% |
| Participation rate | 97.3% | 80.5%+16.8pp | 80.1%+17.2pp | 72.3%+25.1pp |
| Annual return | 18.84% | 25.21%-6.4pp | 905.27%-886.4pp | 97.91%-79.1pp |
| Employer contribution / active EE | $3,567 | $2,477+44.0% | $3,558+0.2% | $2,405+48.3% |
| Participant deferral / active EE | $8,121 | $6,944+17.0% | $6,563+23.8% | $4,131+96.6% |
| Admin fee / account holder | $138 | $130+6.0% | $7,295-98.1% | $170-18.6% |