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 530921835 | Advisory (Plan) | $29,067 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $20,954 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,354 | $70,908-26.2% | $98,907-47.1% | $73,488-28.8% |
| Participation rate | 97.2% | 73.8%+23.4pp | 76.0%+21.1pp | 70.7%+26.5pp |
| Annual return | 13.66% | 34.17%-20.5pp | 196.43%-182.8pp | 28.51%-14.9pp |
| Employer contribution / active EE | $1,702 | $2,036-16.4% | $2,689-36.7% | $2,270-25.0% |
| Participant deferral / active EE | $4,497 | $3,500+28.5% | $4,244+6.0% | $3,740+20.3% |
| Admin fee / account holder | $278 | $535-48.0% | $6,642-95.8% | $513-45.8% |