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, LLC4 years Filed as: COMPASS 360 LLC Service code 14 118 PORTSMOUTH AVE · STRATHAM, NH 03885 | Plan Administrator | $43,820 |
GRAY, GRAY & GRAY4 years Filed as: GRAY, GRAY AND GRAY LLP Service code 10 150 ROYALL ST. · CANTON, MA 02021 | Accounting | $16,057 |
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES Service code 27 101 HUNTINGTON AVE · BOSTON, MA 02199 | Advisory (Plan) | $12,875 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $12,848 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,540 | $89,808+5.3% | $100,391-5.8% | $77,643+21.8% |
| Participation rate | 96.5% | 81.2%+15.3pp | 81.5%+15.0pp | 70.6%+25.9pp |
| Annual return | 16.25% | 20.62%-4.4pp | 49.20%-33.0pp | 31.24%-15.0pp |
| Employer contribution / active EE | $4,551 | $3,039+49.8% | $3,942+15.5% | $2,726+67.0% |
| Participant deferral / active EE | $10,156 | $8,284+22.6% | $8,082+25.7% | $4,647+118.5% |
| Admin fee / account holder | $164 | $174-5.8% | $7,899-97.9% | $430-61.8% |