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 Service code 27 · EIN 39-1828175 | Advisory (Plan) | $34,076 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $14,255 |
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 | $58,192 | $73,404-20.7% | $87,100-33.2% | $67,579-13.9% |
| Participation rate | 93.5% | 80.9%+12.7pp | 76.9%+16.7pp | 71.3%+22.2pp |
| Annual return | 21.53% | 48.29%-26.8pp | 28.19%-6.7pp | 378.56%-357.0pp |
| Employer contribution / active EE | $1,194 | $2,014-40.7% | $2,521-52.6% | $2,148-44.4% |
| Participant deferral / active EE | $3,423 | $3,913-12.5% | $4,049-15.5% | $3,539-3.3% |
| Admin fee / account holder | $149 | $142+5.0% | $7,497-98.0% | $142+4.5% |