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 Service code 27 · EIN 39-1828175 | Advisory (Plan) | $31,040 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $1,899 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $69,542 | $59,186+17.5% | $76,768-9.4% | $56,287+23.5% |
| Participation rate | 74.3% | 75.2%-0.9pp | 77.0%-2.6pp | 69.9%+4.5pp |
| Annual return | -6.68% | 6.62%-13.3pp | 2.43%-9.1pp | -9.96%+3.3pp |
| Employer contribution / active EE | $1,007 | $1,759-42.7% | $2,485-59.5% | $2,111-52.3% |
| Participant deferral / active EE | $4,273 | $3,255+31.3% | $3,852+10.9% | $3,350+27.5% |
| Admin fee / account holder | $205 | $489-58.2% | $6,675-96.9% | $521-60.7% |