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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS4 years Filed as: SPECTRUM INVESTMENT ADVISORS, INC. Service code 27 6329 W MEQUON RD · MEQUON, WI 530921835 | Advisory (Plan) | $36,478 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $20,934 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,606 | $72,607-9.6% | $90,749-27.7% | $66,914-2.0% |
| Participation rate | 99.3% | 73.7%+25.6pp | 75.7%+23.6pp | 69.8%+29.5pp |
| Annual return | -12.62% | -12.28%-0.3pp | -12.16%-0.5pp | 1.58%-14.2pp |
| Employer contribution / active EE | $2,513 | $2,369+6.1% | $2,921-14.0% | $2,544-1.2% |
| Participant deferral / active EE | $5,890 | $3,977+48.1% | $4,564+29.1% | $4,237+39.0% |
| Admin fee / account holder | $346 | $707-51.1% | $8,445-95.9% | $593-41.7% |