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 9-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 27 · EIN 04-2675571 | Advisory (Plan) | $30,602 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $22,850 |
COMPASS 360, LLC1 year Service code 16 · EIN 81-1939215 | Consulting | $19,400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,667 | $100,923-21.1% | $150,045-46.9% | $74,304+7.2% |
| Participation rate | 92.1% | 70.1%+22.0pp | 82.3%+9.8pp | 60.3%+31.8pp |
| Annual return | 27.58% | 51.77%-24.2pp | 62.55%-35.0pp | 29.43%-1.9pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $13,615 | $6,709+102.9% | $7,997+70.2% | $3,767+261.4% |
| Admin fee / account holder | $179 | $2,767-93.5% | $13,435-98.7% | $2,969-94.0% |