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 ADVISORS6 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $129,308 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,200 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,403 | $41,647+100.3% | $96,139-13.2% | $86,799-3.9% |
| Participation rate | 97.7% | 50.2%+47.5pp | 68.4%+29.3pp | 72.3%+25.4pp |
| Annual return | 16.67% | 27.24%-10.6pp | 191.94%-175.3pp | 97.91%-81.2pp |
| Employer contribution / active EE | $5,233 | $1,318+297.2% | $2,797+87.1% | $2,405+117.6% |
| Participant deferral / active EE | $5,818 | $2,412+141.2% | $4,349+33.8% | $4,131+40.8% |
| Admin fee / account holder | $117 | $169-30.9% | $5,537-97.9% | $170-30.9% |