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 9-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) | $31,576 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $24,997 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,482 | $65,376-22.8% | $87,100-42.0% | $65,185-22.6% |
| Participation rate | 82.7% | 75.3%+7.4pp | 76.9%+5.9pp | 70.2%+12.5pp |
| Annual return | 22.39% | 31.27%-8.9pp | 28.19%-5.8pp | 29.38%-7.0pp |
| Employer contribution / active EE | $759 | $1,822-58.4% | $2,521-69.9% | $2,177-65.1% |
| Participant deferral / active EE | $2,295 | $3,388-32.3% | $4,049-43.3% | $3,514-34.7% |
| Admin fee / account holder | $249 | $520-52.1% | $7,497-96.7% | $847-70.6% |