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, LLC2+ years Filed as: COMPASS BANK Service code 28 · EIN 63-0476286 | Investment Management | $26,999 |
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 | $25,200 | $39,859-36.8% | $78,689-68.0% | $57,658-56.3% |
| Participation rate | 100.0% | 66.1%+33.9pp | 73.6%+26.4pp | 70.2%+29.8pp |
| Annual return | 5.88% | 18.96%-13.1pp | 62.18%-56.3pp | 5.13%+0.7pp |
| Employer contribution / active EE | $2,765 | $1,786+54.8% | $2,851-3.0% | $1,974+40.1% |
| Participant deferral / active EE | $1,731 | $2,248-23.0% | $3,517-50.8% | $3,061-43.4% |
| Admin fee / account holder | $38 | $76-49.5% | $4,510-99.1% | $95-59.3% |