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 |
|---|---|---|
Filed as: SPECTRUM INVESTMENT ADVISORS, INC. Service code 27 6329 W MEQUON RD · MEQUON, WI 530921835 | Advisory (Plan) | $32,947 |
Service code 12 · EIN 48-1205033 | Participant loan processing; Recordke... | $18,431 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,666 | $66,310-8.5% | $93,606-35.2% | $65,185-6.9% |
| Participation rate | 99.3% | 74.0%+25.3pp | 75.8%+23.4pp | 70.2%+29.1pp |
| Annual return | 21.40% | 42.58%-21.2pp | 32.76%-11.4pp | 29.38%-8.0pp |
| Employer contribution / active EE | $1,613 | $2,012-19.8% | $2,718-40.6% | $2,177-25.9% |
| Participant deferral / active EE | $4,631 | $3,342+38.6% | $4,069+13.8% | $3,514+31.8% |
| Admin fee / account holder | $375 | $6,897-94.6% | $7,888-95.2% | $847-55.7% |