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 9-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 |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS3+ years Service code 27 · EIN 39-1828175 | Advisory (Plan) | $36,118 |
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $29,069 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,562 | $59,186-14.6% | $76,768-34.1% | $56,287-10.2% |
| Participation rate | 94.5% | 75.2%+19.3pp | 77.0%+17.5pp | 69.9%+24.6pp |
| Annual return | 5.34% | 6.62%-1.3pp | 2.43%+2.9pp | -9.96%+15.3pp |
| Employer contribution / active EE | $651 | $1,759-63.0% | $2,485-73.8% | $2,111-69.2% |
| Participant deferral / active EE | $2,531 | $3,255-22.2% | $3,852-34.3% | $3,350-24.4% |
| Admin fee / account holder | $244 | $489-50.1% | $6,675-96.3% | $521-53.1% |