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 ADVISORS5 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $108,187 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,003 |
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 | $74,096 | $39,948+85.5% | $89,391-17.1% | $73,409+0.9% |
| Participation rate | 98.1% | 50.4%+47.7pp | 68.0%+30.1pp | 72.2%+25.9pp |
| Annual return | 14.60% | 50.12%-35.5pp | 245.62%-231.0pp | 59.29%-44.7pp |
| Employer contribution / active EE | $5,035 | $1,200+319.6% | $2,586+94.7% | $2,234+125.4% |
| Participant deferral / active EE | $5,414 | $2,193+146.9% | $3,890+39.2% | $3,805+42.3% |
| Admin fee / account holder | $106 | $134-21.1% | $4,881-97.8% | $158-32.9% |