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 | $50,679 |
COMPASS 360, LLC1 year Filed as: COMPASS FINANCIAL PARTNERS LLC Service code 16 · EIN 95-2893423 | Consulting | $6,201 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,118 | $55,790-4.8% | $76,817-30.9% | $67,579-21.4% |
| Participation rate | 97.8% | 71.1%+26.8pp | 72.1%+25.8pp | 71.3%+26.6pp |
| Annual return | 16.31% | 64.45%-48.1pp | 1166.11%-1149.8pp | 378.56%-362.2pp |
| Employer contribution / active EE | $1,203 | $1,810-33.6% | $2,302-47.8% | $2,148-44.0% |
| Participant deferral / active EE | $1,449 | $2,875-49.6% | $3,336-56.6% | $3,539-59.1% |
| Admin fee / account holder | $91 | $159-42.9% | $6,420-98.6% | $142-36.1% |