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 ADVISORS5+ years Service code 27 · EIN 39-1828175 | Advisory (Plan) | $28,334 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,863 |
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 | $45,891 | $73,638-37.7% | $95,952-52.2% | $73,488-37.6% |
| Participation rate | 97.1% | 76.2%+21.0pp | 77.1%+20.0pp | 70.7%+26.4pp |
| Annual return | 14.71% | 16.78%-2.1pp | 91.61%-76.9pp | 28.51%-13.8pp |
| Employer contribution / active EE | $1,814 | $1,863-2.7% | $2,541-28.6% | $2,270-20.1% |
| Participant deferral / active EE | $5,189 | $3,617+43.5% | $4,167+24.5% | $3,740+38.8% |
| Admin fee / account holder | $257 | $482-46.6% | $6,795-96.2% | $513-49.9% |