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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $52,260 |
COMPASS 360, LLC1 year Filed as: COMPASS FINANCIAL PARTNERS Service code 27 · EIN 04-3046611 | Advisory (Plan) | $33,268 |
RSM US LLP3+ years Service code 16 · EIN 42-0714325 | Consulting | $18,771 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,595 |
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 | $44,843 | $71,666-37.4% | $117,854-62.0% | $69,631-35.6% |
| Participation rate | 97.4% | 77.5%+19.9pp | 79.7%+17.8pp | 70.7%+26.7pp |
| Annual return | 14.96% | 18.86%-3.9pp | 335.08%-320.1pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $1,379 | $1,889-27.0% | $3,786-63.6% | $2,032-32.1% |
| Participant deferral / active EE | $3,217 | $3,340-3.7% | $4,482-28.2% | $3,224-0.2% |
| Admin fee / account holder | $160 | $120+32.7% | $8,020-98.0% | $110+44.6% |