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 ADVISORS9+ years Service code 16 · EIN 39-1828175 | Consulting | $40,880 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $32,124 |
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 | $71,083 | $99,078-28.3% | $96,544-26.4% | $74,419-4.5% |
| Participation rate | 91.5% | 80.7%+10.8pp | 76.0%+15.5pp | 70.7%+20.7pp |
| Annual return | 14.92% | 22.48%-7.6pp | 25.84%-10.9pp | 34.38%-19.5pp |
| Employer contribution / active EE | $1,394 | $2,570-45.8% | $2,965-53.0% | $2,637-47.1% |
| Participant deferral / active EE | $4,525 | $4,933-8.3% | $4,851-6.7% | $4,528-0.1% |
| Admin fee / account holder | $230 | $225+2.5% | $8,252-97.2% | $348-33.8% |