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 |
|---|---|---|
Filed as: SPECTRUM PENSION CONSULTANTS Service code 12 · EIN 91-1035498 | Recordkeeping fees; Consulting fees; ... | $10,892 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,543 | $55,472-43.1% | $155,567-79.7% | $74,546-57.7% |
| Participation rate | 88.6% | 61.9%+26.7pp | 78.2%+10.4pp | 67.2%+21.4pp |
| Annual return | 36.14% | 268.72%-232.6pp | 64.74%-28.6pp | 1366.03%-1329.9pp |
| Employer contribution / active EE | $3,896 | $2,269+71.7% | $4,674-16.6% | $2,624+48.5% |
| Participant deferral / active EE | $5,501 | $2,838+93.9% | $5,628-2.2% | $4,347+26.5% |
| Admin fee / account holder | $24 | $1,743-98.6% | $15,916-99.8% | $1,944-98.7% |