See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS4 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 · EIN 39-1828175 | Advisory (Plan) | $62,350 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,826 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,379 | $104,919+10.9% | $116,228+0.1% | $85,563+36.0% |
| Participation rate | 90.2% | 78.6%+11.6pp | 74.6%+15.6pp | 66.0%+24.2pp |
| Annual return | 14.75% | 15.38%-0.6pp | 90.06%-75.3pp | 31.51%-16.8pp |
| Employer contribution / active EE | $5,264 | $3,485+51.0% | $2,994+75.8% | $2,654+98.4% |
| Participant deferral / active EE | $6,312 | $5,306+19.0% | $4,953+27.4% | $4,375+44.3% |
| Admin fee / account holder | $180 | $429-58.0% | $11,989-98.5% | $834-78.4% |