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 |
|---|---|---|
Filed as: SPECTRUM INVESTMENT Service code 27 · EIN 39-1828175 | Advisory (Plan) | $43,664 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $23,986 |
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 | $110,100 | $84,556+30.2% | $116,228-5.3% | $74,304+48.2% |
| Participation rate | 94.2% | 66.0%+28.2pp | 74.6%+19.7pp | 60.3%+33.9pp |
| Annual return | 15.58% | 18.35%-2.8pp | 90.06%-74.5pp | 29.43%-13.9pp |
| Employer contribution / active EE | $1,426 | $2,168-34.2% | $2,994-52.4% | $2,241-36.4% |
| Participant deferral / active EE | $6,039 | $3,814+58.3% | $4,953+21.9% | $3,767+60.3% |
| Admin fee / account holder | $321 | $3,792-91.5% | $11,989-97.3% | $2,969-89.2% |