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 |
|---|---|---|
Filed as: SPECTRUM INV ADVISORS Service code 27 · EIN 39-1828175 | Advisory (Plan) | $89,393 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,510 |
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 | $32,461 | $85,635-62.1% | $123,892-73.8% | $63,975-49.3% |
| Participation rate | 98.5% | 74.9%+23.5pp | 81.4%+17.1pp | 71.1%+27.3pp |
| Annual return | 18.04% | 15.74%+2.3pp | 47.52%-29.5pp | 48.65%-30.6pp |
| Employer contribution / active EE | $1,499 | $3,076-51.3% | $4,617-67.5% | $2,182-31.3% |
| Participant deferral / active EE | $4,659 | $5,667-17.8% | $5,984-22.2% | $3,356+38.8% |
| Admin fee / account holder | $41 | $75-45.5% | $8,357-99.5% | $70-42.0% |