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 ADVISORS6 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $21,076 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,617 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,008 | $88,890-35.9% | $102,423-44.3% | $77,643-26.6% |
| Participation rate | 93.5% | 80.9%+12.6pp | 76.5%+17.0pp | 70.6%+22.9pp |
| Annual return | 14.04% | 24.98%-10.9pp | 29.32%-15.3pp | 31.24%-17.2pp |
| Employer contribution / active EE | $3,917 | $2,698+45.2% | $3,023+29.6% | $2,726+43.7% |
| Participant deferral / active EE | $4,344 | $5,145-15.6% | $5,053-14.0% | $4,647-6.5% |
| Admin fee / account holder | $60 | $235-74.6% | $9,451-99.4% | $430-86.1% |