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 53092 | Advisory (Plan) | $34,643 |
EMJAY CORPORATION3+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,384 |
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 | $62,754 | $89,739-30.1% | $149,718-58.1% | $62,292+0.7% |
| Participation rate | 97.3% | 85.1%+12.2pp | 87.1%+10.2pp | 69.5%+27.8pp |
| Annual return | 15.67% | 21.01%-5.3pp | 1501.63%-1486.0pp | 28.90%-13.2pp |
| Employer contribution / active EE | $1,860 | $3,233-42.5% | $5,445-65.8% | $2,042-8.9% |
| Participant deferral / active EE | $3,913 | $4,797-18.4% | $6,569-40.4% | $3,169+23.5% |
| Admin fee / account holder | $176 | $551-68.1% | $11,283-98.4% | $479-63.3% |