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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $31,461 |
SPECTRUM INVESTMENT ADVISORS6 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 · EIN 39-1828175 | Advisory (Plan) | $25,724 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,830 | $95,803-28.2% | $113,168-39.2% | $84,808-18.8% |
| Participation rate | 89.0% | 72.9%+16.2pp | 76.6%+12.5pp | 68.3%+20.7pp |
| Annual return | 11.91% | 25.00%-13.1pp | 24.27%-12.4pp | 40.90%-29.0pp |
| Employer contribution / active EE | $1,193 | $2,360-49.4% | $2,975-59.9% | $2,631-54.6% |
| Participant deferral / active EE | $5,138 | $4,242+21.1% | $5,107+0.6% | $4,212+22.0% |
| Admin fee / account holder | $489 | $8,989-94.6% | $12,068-95.9% | $7,344-93.3% |