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 |
|---|---|---|
Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 26 · EIN 39-1828175 | Advisory (Participants) | $57,871 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,429 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,852 | $81,908+32.9% | $90,749+19.9% | $64,808+68.0% |
| Participation rate | 94.5% | 80.5%+14.0pp | 75.7%+18.8pp | 71.5%+23.0pp |
| Annual return | -15.08% | -12.53%-2.5pp | -12.16%-2.9pp | 32.82%-47.9pp |
| Employer contribution / active EE | $1,580 | $3,065-48.4% | $2,921-45.9% | $2,506-36.9% |
| Participant deferral / active EE | $5,144 | $4,840+6.3% | $4,564+12.7% | $4,310+19.3% |
| Admin fee / account holder | $224 | $157+42.8% | $8,445-97.3% | $188+19.5% |