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 ADVISORS3 years Service code 27 · EIN 39-1828175 | Advisory (Plan) | $27,428 |
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $12,707 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,375 | $71,883-4.9% | $86,677-21.1% | $68,494-0.2% |
| Participation rate | 89.5% | 72.2%+17.3pp | 76.6%+13.0pp | 67.9%+21.6pp |
| Annual return | -14.12% | 3.52%-17.6pp | 35.91%-50.0pp | -7.84%-6.3pp |
| Employer contribution / active EE | $931 | $2,173-57.2% | $2,836-67.2% | $2,596-64.1% |
| Participant deferral / active EE | $4,145 | $3,779+9.7% | $4,656-11.0% | $4,027+2.9% |
| Admin fee / account holder | $423 | $6,112-93.1% | $7,493-94.4% | $5,403-92.2% |