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 |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS6+ years Service code 27 · EIN 39-1828175 | Advisory (Plan) | $35,969 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,321 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,469 | $86,286-28.8% | $111,297-44.8% | $85,850-28.4% |
| Participation rate | 97.9% | 73.3%+24.6pp | 77.3%+20.6pp | 69.3%+28.6pp |
| Annual return | 12.65% | 19.99%-7.3pp | 54.65%-42.0pp | 318.53%-305.9pp |
| Employer contribution / active EE | $2,202 | $2,043+7.8% | $2,731-19.4% | $2,565-14.2% |
| Participant deferral / active EE | $6,106 | $3,641+67.7% | $4,487+36.1% | $3,952+54.5% |
| Admin fee / account holder | $364 | $8,188-95.6% | $7,964-95.4% | $6,260-94.2% |