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 |
|---|---|---|
MCCREADY & KEENE INC.1+ years Service code 15 · EIN 35-0500670 | Recordkeeping | $10,134 |
COMPASS 360, LLC1+ years Filed as: COMPASS BENEFIT PARTNERS, LLC Service code 27 14143 DENVER WEST PARKWAY STE 510 · GOLDEN, CO 80401 | Advisory (Plan) | $8,804 |
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 | $46,010 | $54,320-15.3% | $67,652-32.0% | $52,331-12.1% |
| Participation rate | 77.5% | 73.6%+3.9pp | 75.7%+1.8pp | 68.1%+9.4pp |
| Annual return | 1.34% | 6.81%-5.5pp | 6625.04%-6623.7pp | 4.54%-3.2pp |
| Employer contribution / active EE | $1,013 | $1,544-34.4% | $2,266-55.3% | $1,882-46.2% |
| Participant deferral / active EE | $4,304 | $2,950+45.9% | $3,560+20.9% | $3,022+42.4% |
| Admin fee / account holder | $197 | $527-62.6% | $4,821-95.9% | $592-66.7% |