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 ADVISORS6+ years Service code 27 · EIN 39-1828175 | Advisory (Plan) | $36,657 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $18,735 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $70,207 | $73,638-4.7% | $95,952-26.8% | $73,488-4.5% |
| Participation rate | 91.0% | 76.2%+14.9pp | 77.1%+13.9pp | 70.7%+20.3pp |
| Annual return | 14.60% | 16.78%-2.2pp | 91.61%-77.0pp | 28.51%-13.9pp |
| Employer contribution / active EE | $501 | $1,863-73.1% | $2,541-80.3% | $2,270-77.9% |
| Participant deferral / active EE | $3,278 | $3,617-9.4% | $4,167-21.3% | $3,740-12.3% |
| Admin fee / account holder | $185 | $482-61.7% | $6,795-97.3% | $513-64.0% |