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 |
|---|---|---|
Service code 99 · EIN 47-4360318 | Other Fees | $73,623 |
COMPASS 360, LLC3 years Filed as: COMPASS Service code 49 118 PORTSMOUTH AVE STE D201 · STRATHAM, NH 03885 | Other Services | $10,173 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $22,557 | $61,058-63.1% | $71,209-68.3% | $85,563-73.6% |
| Participation rate | 63.4% | 58.6%+4.9pp | 73.8%-10.3pp | 66.0%-2.5pp |
| Annual return | 17.63% | 100.41%-82.8pp | 282.51%-264.9pp | 31.51%-13.9pp |
| Employer contribution / active EE | $406 | $2,199-81.5% | $2,721-85.1% | $2,654-84.7% |
| Participant deferral / active EE | $3,008 | $3,173-5.2% | $4,175-27.9% | $4,375-31.2% |
| Admin fee / account holder | $185 | $855-78.4% | $5,349-96.5% | $834-77.8% |