Filed March 18, 2025
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) | $20,051 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,578 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,802 | $72,254-22.8% | $86,677-35.6% | $64,808-13.9% |
| Participation rate | 89.9% | 80.4%+9.5pp | 76.6%+13.4pp | 71.5%+18.5pp |
| Annual return | -18.51% | 392.42%-410.9pp | 35.91%-54.4pp | 32.82%-51.3pp |
| Employer contribution / active EE | $4,748 | $2,393+98.4% | $2,836+67.4% | $2,506+89.5% |
| Participant deferral / active EE | $4,488 | $4,658-3.7% | $4,656-3.6% | $4,310+4.1% |
| Admin fee / account holder | $80 | $174-53.8% | $7,493-98.9% | $188-57.3% |