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, LLC3 years Filed as: COMPASS BENEFIT PARTNERS LLC Service code 27 14143 DENVER WEST PARKWAY STE 510 · GOLDEN, CO 80401 | Advisory (Plan) | $18,051 |
MCCREADY & KEENE INC.4+ years Service code 15 · EIN 35-0500670 | Recordkeeping | $16,561 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Custodial (securities); Direct paymen... | $3,878 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,696 | $59,186+14.4% | $76,768-11.8% | $56,287+20.3% |
| Participation rate | 75.9% | 75.2%+0.7pp | 77.0%-1.1pp | 69.9%+6.0pp |
| Annual return | -6.80% | 6.62%-13.4pp | 2.43%-9.2pp | -9.96%+3.2pp |
| Employer contribution / active EE | $1,062 | $1,759-39.6% | $2,485-57.3% | $2,111-49.7% |
| Participant deferral / active EE | $4,720 | $3,255+45.0% | $3,852+22.5% | $3,350+40.9% |
| Admin fee / account holder | $381 | $489-22.1% | $6,675-94.3% | $521-26.8% |