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 ADVISORS3 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $104,177 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,000 |
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 | $55,266 | $44,473+24.3% | $76,523-27.8% | $55,725-0.8% |
| Participation rate | 97.2% | 51.0%+46.3pp | 68.0%+29.2pp | 70.9%+26.4pp |
| Annual return | -4.71% | -2.01%-2.7pp | -0.27%-4.4pp | 244.93%-249.6pp |
| Employer contribution / active EE | $4,722 | $1,101+328.8% | $2,647+78.4% | $2,078+127.2% |
| Participant deferral / active EE | $4,632 | $1,988+133.0% | $3,835+20.8% | $3,356+38.0% |
| Admin fee / account holder | $118 | $134-12.2% | $4,848-97.6% | $115+2.3% |