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 530921835 | Advisory (Plan) | $41,569 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $24,540 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $66,135 | $69,362-4.7% | $101,248-34.7% | $73,488-10.0% |
| Participation rate | 97.4% | 68.4%+29.0pp | 75.8%+21.6pp | 70.7%+26.7pp |
| Annual return | 13.45% | 18.46%-5.0pp | 46.47%-33.0pp | 28.51%-15.1pp |
| Employer contribution / active EE | $2,789 | $2,628+6.1% | $3,660-23.8% | $2,270+22.8% |
| Participant deferral / active EE | $5,286 | $3,300+60.2% | $4,370+21.0% | $3,740+41.4% |
| Admin fee / account holder | $302 | $704-57.1% | $5,945-94.9% | $513-41.2% |