See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS6 years Filed as: SPECTRUM INVESTMENT ADVISORS, INC. Service code 27 6329 W MEQUON RD · MEQUON, WI 530921835 | Advisory (Plan) | $50,103 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $37,035 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,103 | $82,917-22.7% | $103,333-38.0% | $77,643-17.4% |
| Participation rate | 85.5% | 71.6%+13.9pp | 74.5%+10.9pp | 70.6%+14.9pp |
| Annual return | 12.28% | 19.13%-6.8pp | 24.88%-12.6pp | 31.24%-19.0pp |
| Employer contribution / active EE | $2,950 | $3,552-16.9% | $3,868-23.7% | $2,726+8.2% |
| Participant deferral / active EE | $5,721 | $4,108+39.2% | $5,057+13.1% | $4,647+23.1% |
| Admin fee / account holder | $286 | $638-55.2% | $8,355-96.6% | $430-33.6% |