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 ADVISORS7+ years Service code 27 · EIN 39-1828175 | Advisory (Plan) | $32,734 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,146 |
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 | $50,644 | $65,435-22.6% | $86,677-41.6% | $66,914-24.3% |
| Participation rate | 97.0% | 75.5%+21.5pp | 76.6%+20.4pp | 69.8%+27.2pp |
| Annual return | -16.44% | -10.89%-5.6pp | 35.91%-52.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $2,100 | $2,153-2.5% | $2,836-25.9% | $2,544-17.4% |
| Participant deferral / active EE | $5,915 | $4,100+44.3% | $4,656+27.0% | $4,237+39.6% |
| Admin fee / account holder | $319 | $642-50.3% | $7,493-95.7% | $593-46.2% |