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 ADVISORS4 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $25,942 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,824 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,675 | $110,094-35.8% | $151,611-53.4% | $68,494+3.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -12.87% | -10.12%-2.7pp | 3.33%-16.2pp | -7.84%-5.0pp |
| Employer contribution / active EE | $5,030 | $4,471+12.5% | $6,166-18.4% | $2,596+93.7% |
| Participant deferral / active EE | $5,554 | $6,527-14.9% | $8,363-33.6% | $4,027+37.9% |
| Admin fee / account holder | $269 | $7,719-96.5% | $11,616-97.7% | $5,403-95.0% |