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 | $59,751 |
COMPASS 360, LLC2 years Filed as: COMPASS Service code 49 118 PORTSMOUTH AVE STE D201 · STRATHAM, NH 03885 | Other Services | $7,623 |
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 | $16,001 | $65,946-75.7% | $81,783-80.4% | $77,671-79.4% |
| Participation rate | 75.5% | 65.8%+9.7pp | 72.4%+3.2pp | 70.6%+4.9pp |
| Annual return | 19.75% | 26.65%-6.9pp | 775.05%-755.3pp | 31.21%-11.5pp |
| Employer contribution / active EE | $1,291 | $2,371-45.6% | $2,913-55.7% | $2,726-52.6% |
| Participant deferral / active EE | $4,810 | $3,507+37.2% | $4,320+11.3% | $4,648+3.5% |
| Admin fee / account holder | $107 | $527-79.6% | $7,380-98.5% | $430-75.1% |