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 ADVISORS8+ years Service code 16 · EIN 39-1828175 | Consulting | $41,020 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $26,356 |
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 | $58,509 | $72,254-19.0% | $86,677-32.5% | $64,808-9.7% |
| Participation rate | 92.9% | 80.4%+12.5pp | 76.6%+16.3pp | 71.5%+21.4pp |
| Annual return | -14.80% | 392.42%-407.2pp | 35.91%-50.7pp | 32.82%-47.6pp |
| Employer contribution / active EE | $1,329 | $2,393-44.5% | $2,836-53.1% | $2,506-47.0% |
| Participant deferral / active EE | $4,077 | $4,658-12.5% | $4,656-12.4% | $4,310-5.4% |
| Admin fee / account holder | $203 | $174+16.7% | $7,493-97.3% | $188+8.1% |