Compass Benefit Solutions, LLC
How we got $5.7M
Based on its 4 employees and its payroll, both reported for PPP in 2020 and brought up to date.
What we know
Estimated value over time
▲ 53% since 2020Today's estimate scaled by the headcount reported each year and that year's prices. A trend, not a record of past sale values.
Employees over time
▲ 0% since 2020Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2020 | PPP loan | 4 | $5.1M |
| 2021 | Form 5500 | 4 | $5.1M |
| 2022 | Form 5500 | 3 | $3.8M |
| 2023 | Form 5500 | 4 | $5.1M |
Participants are employees in the company's retirement plan at year end, from its Form 5500 filing with the Department of Labor. They usually run a little under total headcount (part-timers and new hires may not be eligible). Revenue and EBITDA apply this industry's revenue per employee and margin to each year's count.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| COMPASS BENEFIT SOLUTIONS, LLC this business | $4.6M | — |
| SELECTONE INSURANCE, LT AGENCY LLC Edmond · 4 employees | $2.4M | 2.2 mi |
| MATTHEW RAMIREZ INSURANCE AGENCY INC Edmond · 2 employees | $1.3M | 3.2 mi |
| TILGHMAN INSURANCE SERVICES LLC Edmond · 7 employees | $7.3M | 3.3 mi |
| DEAN INSURANCE BROKERAGE LLC Edmond · 1 employees | $1.2M | 3.6 mi |
| OKLAHOMA HEALTH OPTIONS LLC Edmond · 2 employees | $3.6M | 3.6 mi |
| RONDON INSURANCE SERVICES LLC Edmond · 9 employees | $8.3M | 4.7 mi |
The full calculation
| Employees reported to the SBA | 4 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $6.0M |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $2.8M |
| Estimate: the two combined (geometric mean) | $4.6M |
| EBITDA margin (industry, adjusted for size) | 27% |
| EBITDA = revenue × margin | $1.3M |
Figures are shown toward the upper part of their range rather than at its middle.
Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.
| Estimated value = EBITDA × typical sale multiple | $5.7M |
| Multiple for this size and industry | 4.5× |
| Value range | $3.0M – $7.7M |
| Revenue range | $3.1M – $5.3M |
| EBITDA range | $826K – $1.4M |
| Industry (NAICS) | Direct Health and Medical Insurance Carriers (524114) |
Low confidence: the employee-based and payroll-based estimates differ by more than 2×.
EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.
Benchmarks: US Economic Census 2022, OK. PPP loans were sized on 2019–2020 payroll, so figures reflect that period. These are statistical estimates, not reported financials. Full methodology
People & advisors
Advisors
- BankingFirst Fidelity BankPPP / SBA lender
From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.
Banking relationships
| First Fidelity Bank PPP 2020 | All 940 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/7/2020 | first | $31K | 4 |
About Compass Benefit Solutions, LLC
Compass Benefit Solutions, LLC is a direct health and medical insurance carriers company in Edmond, Oklahoma. Its estimated annual revenue is about $4.6M, with roughly $1.3M of EBITDA. It has about 4 employees. Its estimated business value is $5.7M (likely range $3.0M–$7.7M).
Common questions
- Who owns Compass Benefit Solutions, LLC?
- The owner of Compass Benefit Solutions, LLC isn't in public records we've found yet. If you own or run the business, you can add or correct its details on SeeBITDA.
- How much revenue does Compass Benefit Solutions, LLC make?
- SeeBITDA estimates Compass Benefit Solutions, LLC's annual revenue at about $4.6M (likely between $3.1M and $5.3M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Compass Benefit Solutions, LLC worth?
- About $5.7M, roughly 4.5× its estimated EBITDA of $1.3M, typical for a direct health and medical insurance carriers company its size. Likely range: $3.0M–$7.7M.
- How many employees does Compass Benefit Solutions, LLC have?
- About 4, from its 2023 retirement-plan filing.