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 8-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, LLC1 year Filed as: COMPASS Service code 49 · EIN 71-0294708 | Other Services | $5,875 |
MORNINGSTAR1 year Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,289 | $80,731-86.0% | $103,374-89.1% | $74,546-84.9% |
| Participation rate | 86.2% | 65.7%+20.5pp | 74.5%+11.6pp | 67.2%+18.9pp |
| Annual return | 17.87% | 27.56%-9.7pp | 24.89%-7.0pp | 1366.03%-1348.2pp |
| Employer contribution / active EE | $3,100 | $3,158-1.8% | $3,869-19.9% | $2,624+18.1% |
| Participant deferral / active EE | $4,328 | $3,860+12.1% | $5,058-14.4% | $4,347-0.5% |
| Admin fee / account holder | $31 | $2,369-98.7% | $8,394-99.6% | $1,944-98.4% |