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 |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS2+ years Service code 27 · EIN 39-1828175 | Advisory (Plan) | $24,968 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,167 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,190 | $64,909-58.1% | $82,313-67.0% | $62,292-56.4% |
| Participation rate | 98.2% | 74.9%+23.3pp | 76.9%+21.3pp | 69.5%+28.7pp |
| Annual return | 16.21% | 21.18%-5.0pp | 25.88%-9.7pp | 28.90%-12.7pp |
| Employer contribution / active EE | $1,540 | $1,676-8.1% | $2,428-36.6% | $2,042-24.6% |
| Participant deferral / active EE | $4,109 | $3,103+32.4% | $3,706+10.9% | $3,169+29.7% |
| Admin fee / account holder | $209 | $440-52.4% | $5,608-96.3% | $479-56.3% |