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 ADVISORS8+ years Service code 27 · EIN 39-1828175 | Advisory (Plan) | $33,309 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,560 |
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 | $58,187 | $76,050-23.5% | $96,544-39.7% | $71,457-18.6% |
| Participation rate | 99.0% | 74.4%+24.6pp | 76.0%+23.0pp | 67.9%+31.1pp |
| Annual return | 17.40% | 22.81%-5.4pp | 25.84%-8.4pp | 28.85%-11.4pp |
| Employer contribution / active EE | $2,060 | $2,244-8.2% | $2,965-30.5% | $2,588-20.4% |
| Participant deferral / active EE | $6,594 | $4,215+56.4% | $4,851+35.9% | $4,289+53.7% |
| Admin fee / account holder | $309 | $2,707-88.6% | $8,252-96.3% | $1,587-80.5% |