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 INVESTMENT ADVISORS3 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 · EIN 39-1828175 | Advisory (Plan) | $57,659 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,354 |
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 | $109,971 | $92,055+19.5% | $106,213+3.5% | $77,643+41.6% |
| Participation rate | 91.8% | 81.0%+10.7pp | 75.3%+16.5pp | 70.6%+21.2pp |
| Annual return | 14.68% | 17.91%-3.2pp | 116.14%-101.5pp | 31.24%-16.6pp |
| Employer contribution / active EE | $5,280 | $3,367+56.8% | $3,171+66.5% | $2,726+93.7% |
| Participant deferral / active EE | $5,911 | $5,386+9.7% | $5,016+17.8% | $4,647+27.2% |
| Admin fee / account holder | $189 | $219-13.6% | $11,033-98.3% | $430-56.0% |