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 ADVISORS2 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $24,569 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $529 |
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 | $79,150 | $123,793-36.1% | $177,821-55.5% | $79,858-0.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 11.13% | 22.82%-11.7pp | 48.32%-37.2pp | 31.71%-20.6pp |
| Employer contribution / active EE | $3,346 | $4,095-18.3% | $5,918-43.5% | $2,471+35.4% |
| Participant deferral / active EE | $4,863 | $5,956-18.3% | $7,714-37.0% | $3,740+30.0% |
| Admin fee / account holder | $222 | $7,243-96.9% | $12,427-98.2% | $5,306-95.8% |