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 Filed as: SPECTRUM INVESTMENT ADVI Service code 27 · EIN 39-1828175 | Advisory (Plan) | $100,853 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,552 |
CONVERGINT TECHNOLOGIES1 year Filed as: CONVERGINT TECHNOLOGIES, Service code 10 ONE COMMERCE DRIVE · SCHAUMBURG, IL 601735323 | Accounting | $9,889 |
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 | $37,271 | $96,458-61.4% | $136,294-72.7% | $77,958-52.2% |
| Participation rate | 97.7% | 75.4%+22.4pp | 81.9%+15.8pp | 71.6%+26.1pp |
| Annual return | 27.32% | 23.78%+3.5pp | 5155.94%-5128.6pp | 20.87%+6.5pp |
| Employer contribution / active EE | $1,651 | $3,144-47.5% | $4,695-64.8% | $2,310-28.6% |
| Participant deferral / active EE | $4,827 | $5,902-18.2% | $6,247-22.7% | $3,537+36.5% |
| Admin fee / account holder | $34 | $80-58.3% | $9,243-99.6% | $97-65.6% |