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 10-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 FINANCIAL PARTNERS Service code 27 3903 N. ELM ST · GREENSBORO, NC 27455 | Advisory (Plan) | $17,808 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,309 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,151 | $74,024+21.8% | $77,999+15.6% | $57,658+56.4% |
| Participation rate | 41.0% | 79.7%-38.8pp | 75.5%-34.5pp | 70.2%-29.2pp |
| Annual return | 7.53% | 12.14%-4.6pp | 425.96%-418.4pp | 5.13%+2.4pp |
| Employer contribution / active EE | $1,268 | $2,365-46.4% | $2,470-48.7% | $1,974-35.7% |
| Participant deferral / active EE | $1,981 | $3,533-43.9% | $3,497-43.3% | $3,061-35.3% |
| Admin fee / account holder | $151 | $93+61.8% | $5,480-97.2% | $95+59.5% |