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 PENSION CONSULTANTS, INC.10+ years Service code 13 · EIN 91-1035498 | Contract Administrator | $33,567 |
Filed as: ASSUREDPARTNERS INVESTMENT ADVISORS Service code 26 · EIN 85-0777552 | Advisory (Participants) | $8,213 |
FORTUNE 360 GROUP, LLC1 year Filed as: FORTUNE 360 GROUP Service code 26 · EIN 47-3908589 | Advisory (Participants) | $7,646 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,400 | $54,193-47.6% | $93,606-69.7% | $77,643-63.4% |
| Participation rate | 83.7% | 63.9%+19.8pp | 68.7%+15.0pp | 70.6%+13.2pp |
| Annual return | 12.26% | 30.54%-18.3pp | 133.20%-120.9pp | 31.24%-19.0pp |
| Employer contribution / active EE | $864 | $1,168-26.0% | $2,420-64.3% | $2,726-68.3% |
| Participant deferral / active EE | $2,998 | $3,144-4.6% | $4,411-32.0% | $4,647-35.5% |
| Admin fee / account holder | $91 | $576-84.2% | $8,285-98.9% | $430-78.9% |