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, LLC3 years Filed as: COMPASS 360 LLC Service code 14 118 PORTSMOUTH AVE · STRATHAM, NH 03885 | Plan Administrator | $38,516 |
GRAY, GRAY & GRAY3 years Filed as: GRAY, GRAY AND GRAY LLP Service code 10 150 ROYALL ST, STE 102 · CANTON, MA 02021 | Accounting | $16,018 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,133 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 27 101 HUNTINGTON AVE · BOSTON, MA 02199 | Advisory (Plan) | $12,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,530 | $89,282-6.4% | $94,646-11.7% | $74,419+12.2% |
| Participation rate | 97.9% | 82.4%+15.5pp | 80.8%+17.1pp | 70.7%+27.2pp |
| Annual return | 20.05% | 25.96%-5.9pp | 156.71%-136.7pp | 34.38%-14.3pp |
| Employer contribution / active EE | $4,099 | $3,022+35.6% | $3,672+11.6% | $2,637+55.4% |
| Participant deferral / active EE | $9,220 | $8,425+9.4% | $7,418+24.3% | $4,528+103.6% |
| Admin fee / account holder | $162 | $219-25.8% | $7,231-97.8% | $348-53.4% |