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 |
|---|---|---|
Service code 15 · EIN 94-2692944 | Recordkeeping | $14,088 |
SPECTRUM CAPITAL MGMT1 year Filed as: SPRECTRUM CAPITAL MANAGEMENT Service code 27 · EIN 94-3018049 | Advisory (Plan) | $12,631 |
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 | $47,753 | $58,726-18.7% | $92,233-48.2% | $62,292-23.3% |
| Participation rate | 82.3% | 68.3%+13.9pp | 76.5%+5.8pp | 69.5%+12.8pp |
| Annual return | 18.53% | 43.62%-25.1pp | 176.28%-157.7pp | 28.90%-10.4pp |
| Employer contribution / active EE | $3,307 | $2,392+38.3% | $3,679-10.1% | $2,042+61.9% |
| Participant deferral / active EE | $7,663 | $2,766+177.1% | $3,897+96.6% | $3,169+141.8% |
| Admin fee / account holder | $137 | $556-75.4% | $5,194-97.4% | $479-71.4% |