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 ADVISORS10+ years Service code 27 · EIN 39-1828175 | Advisory (Plan) | $41,013 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,456 |
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 | $80,445 | $87,870-8.5% | $113,168-28.9% | $74,304+8.3% |
| Participation rate | 99.1% | 70.7%+28.4pp | 76.6%+22.6pp | 60.3%+38.8pp |
| Annual return | 17.16% | 26.44%-9.3pp | 24.27%-7.1pp | 29.43%-12.3pp |
| Employer contribution / active EE | $2,513 | $2,277+10.4% | $2,975-15.5% | $2,241+12.1% |
| Participant deferral / active EE | $7,657 | $4,241+80.6% | $5,107+49.9% | $3,767+103.3% |
| Admin fee / account holder | $363 | $3,368-89.2% | $12,068-97.0% | $2,969-87.8% |