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) | $27,119 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,958 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,802 | $137,414-41.2% | $189,513-57.4% | $85,850-5.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 13.49% | 38.14%-24.7pp | 555.15%-541.7pp | 318.53%-305.0pp |
| Employer contribution / active EE | $4,828 | $4,344+11.1% | $6,162-21.6% | $2,565+88.2% |
| Participant deferral / active EE | $5,249 | $6,260-16.1% | $8,221-36.2% | $3,952+32.8% |
| Admin fee / account holder | $285 | $8,630-96.7% | $12,045-97.6% | $6,260-95.4% |