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 |
|---|---|---|
Filed as: SPECTRUM PENSION CONSULTANTS Service code 12 · EIN 91-1035498 | Claims processing; Consulting (genera... | $15,955 |
FORTUNE 360 GROUP, LLC3 years Service code 26 8211 W BROWARD BLVD, SUITE 420 · PLANTATION, FL 33324 | Advisory (Participants) | $14,905 |
EFFICIENT MARKET ADVISORS, LLC4+ years Service code 27 · EIN 41-2143010 | Advisory (Plan) | $8,357 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,711 | $46,722-60.0% | $130,648-85.7% | $65,185-71.3% |
| Participation rate | 86.7% | 60.9%+25.8pp | 71.7%+15.0pp | 70.2%+16.5pp |
| Annual return | 16.07% | 24.17%-8.1pp | 1708.96%-1692.9pp | 29.38%-13.3pp |
| Employer contribution / active EE | $1,352 | $1,488-9.1% | $4,092-67.0% | $2,177-37.9% |
| Participant deferral / active EE | $1,874 | $2,545-26.4% | $3,603-48.0% | $3,514-46.7% |
| Admin fee / account holder | $169 | $453-62.7% | $5,464-96.9% | $847-80.0% |