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 ADVISORS5 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 · EIN 39-1828175 | Advisory (Plan) | $46,136 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,093 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,792 | $72,607+7.1% | $90,749-14.3% | $66,914+16.3% |
| Participation rate | 96.6% | 73.7%+22.9pp | 75.7%+20.9pp | 69.8%+26.8pp |
| Annual return | -15.94% | -12.28%-3.7pp | -12.16%-3.8pp | 1.58%-17.5pp |
| Employer contribution / active EE | $51 | $2,369-97.8% | $2,921-98.2% | $2,544-98.0% |
| Participant deferral / active EE | $4,848 | $3,977+21.9% | $4,564+6.2% | $4,237+14.4% |
| Admin fee / account holder | $289 | $707-59.1% | $8,445-96.6% | $593-51.2% |