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 ADVISORS5 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $20,870 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,555 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,391 | $99,078-43.1% | $96,544-41.6% | $74,419-24.2% |
| Participation rate | 94.9% | 80.7%+14.3pp | 76.0%+19.0pp | 70.7%+24.2pp |
| Annual return | 15.74% | 22.48%-6.7pp | 25.84%-10.1pp | 34.38%-18.6pp |
| Employer contribution / active EE | $4,561 | $2,570+77.4% | $2,965+53.8% | $2,637+72.9% |
| Participant deferral / active EE | $3,998 | $4,933-19.0% | $4,851-17.6% | $4,528-11.7% |
| Admin fee / account holder | $66 | $225-70.7% | $8,252-99.2% | $348-81.1% |