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, LLC5 years Filed as: COMPASS 360 LLC Service code 14 118 PORTSMOUTH AVE · STRATHAM, NH 03885 | Plan Administrator | $57,283 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $26,523 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $24,889 |
GRAY, GRAY & GRAY5 years Filed as: GRAY, GRAY AND GRAY LLP Service code 10 150 ROYALL ST. · CANTON, MA 02021 | Accounting | $0 |
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 | $115,483 | $119,446-3.3% | $150,045-23.0% | $85,563+35.0% |
| Participation rate | 98.1% | 75.4%+22.7pp | 82.3%+15.8pp | 66.0%+32.1pp |
| Annual return | 18.15% | 23.72%-5.6pp | 62.55%-44.4pp | 31.51%-13.4pp |
| Employer contribution / active EE | $4,389 | $4,078+7.6% | $4,693-6.5% | $2,654+65.4% |
| Participant deferral / active EE | $9,796 | $7,985+22.7% | $7,997+22.5% | $4,375+123.9% |
| Admin fee / account holder | $222 | $548-59.5% | $13,435-98.3% | $834-73.4% |