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 ADVISORS4+ years Service code 27 · EIN 39-1828175 | Advisory (Plan) | $34,637 |
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $30,013 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,216 | $65,376-23.2% | $87,100-42.3% | $65,185-23.0% |
| Participation rate | 96.6% | 75.3%+21.3pp | 76.9%+19.7pp | 70.2%+26.4pp |
| Annual return | 3.45% | 31.27%-27.8pp | 28.19%-24.7pp | 29.38%-25.9pp |
| Employer contribution / active EE | $923 | $1,822-49.3% | $2,521-63.4% | $2,177-57.6% |
| Participant deferral / active EE | $3,284 | $3,388-3.1% | $4,049-18.9% | $3,514-6.5% |
| Admin fee / account holder | $211 | $520-59.5% | $7,497-97.2% | $847-75.1% |