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 ADVISORS2 years Service code 16 · EIN 39-1828175 | Consulting | $8,966 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,341 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $42,800 | $67,606-36.7% | $82,313-48.0% | $70,131-39.0% |
| Participation rate | 48.1% | 72.8%-24.6pp | 76.9%-28.7pp | 69.5%-21.4pp |
| Annual return | 12.03% | 21.57%-9.5pp | 25.88%-13.9pp | 73.14%-61.1pp |
| Employer contribution / active EE | $501 | $1,755-71.4% | $2,428-79.4% | $2,342-78.6% |
| Participant deferral / active EE | $2,633 | $2,987-11.8% | $3,706-28.9% | $3,332-21.0% |
| Admin fee / account holder | $139 | $4,512-96.9% | $5,608-97.5% | $4,645-97.0% |