See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 13 · EIN 23-1945930 | Contract Administrator | $20,113 |
COMPASS 360, LLC1+ years Filed as: COMPASS RET CONSULTING GROUP INC Service code 13 118 PORTSMOUTH AVE., STE D201 · STRATHAM, NH 03885 | Contract Administrator | $18,026 |
MMA SECURITIES LLC1+ years Filed as: MMA SECURITIES Service code 26 101 HUNTINGTON AVE, STE 401 · BOSTON, MA 02199 | Advisory (Participants) | $6,883 |
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 | $6,443 | $62,624-89.7% | $177,989-96.4% | $77,643-91.7% |
| Participation rate | 79.4% | 66.8%+12.6pp | 77.1%+2.3pp | 70.6%+8.8pp |
| Annual return | 0.00% | 16.16%-16.2pp | 294.48%-294.5pp | 31.24%-31.2pp |
| Employer contribution / active EE | $868 | $1,909-54.6% | $3,949-78.0% | $2,726-68.2% |
| Participant deferral / active EE | $1,721 | $4,219-59.2% | $6,276-72.6% | $4,647-63.0% |
| Admin fee / account holder | $103 | $386-73.3% | $10,363-99.0% | $430-76.1% |