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 RETIREMENT LLC3+ years Service code 27 · EIN 45-2579618 | Advisory (Plan) | $120,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $31,367 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $92,949 | $69,305+34.1% | $82,313+12.9% | $69,631+33.5% |
| Participation rate | 95.1% | 80.3%+14.9pp | 76.9%+18.2pp | 70.7%+24.5pp |
| Annual return | 15.63% | 21.47%-5.8pp | 25.88%-10.2pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $3,742 | $1,887+98.3% | $2,428+54.1% | $2,032+84.1% |
| Participant deferral / active EE | $5,220 | $3,568+46.3% | $3,706+40.8% | $3,224+61.9% |
| Admin fee / account holder | $126 | $97+29.5% | $5,608-97.8% | $110+14.0% |