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 ADVISORS7+ years Service code 16 · EIN 39-1828175 | Consulting | $43,351 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $22,162 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,710 | $185,342-62.4% | $111,297-37.4% | $86,799-19.7% |
| Participation rate | 93.0% | 81.0%+12.0pp | 77.3%+15.7pp | 72.3%+20.7pp |
| Annual return | 14.57% | 500.80%-486.2pp | 54.65%-40.1pp | 97.91%-83.3pp |
| Employer contribution / active EE | $982 | $2,246-56.3% | $2,731-64.0% | $2,405-59.2% |
| Participant deferral / active EE | $3,663 | $4,458-17.8% | $4,487-18.4% | $4,131-11.3% |
| Admin fee / account holder | $197 | $255-22.8% | $7,964-97.5% | $170+16.4% |