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 Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 · EIN 39-1828175 | Advisory (Plan) | $44,574 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $22,052 |
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 | $107,513 | $78,485+37.0% | $106,213+1.2% | $74,495+44.3% |
| Participation rate | 95.2% | 72.8%+22.4pp | 75.3%+19.9pp | 67.2%+28.0pp |
| Annual return | 12.86% | 15.95%-3.1pp | 116.14%-103.3pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $1,742 | $2,523-30.9% | $3,171-45.1% | $2,623-33.6% |
| Participant deferral / active EE | $5,553 | $4,322+28.5% | $5,016+10.7% | $4,346+27.8% |
| Admin fee / account holder | $336 | $2,232-84.9% | $11,033-97.0% | $1,942-82.7% |