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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.
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| Provider | Service type | Compensation |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS4 years Filed as: SPECTRUM INVESTMENT ADVISORS, INC. Service code 27 6329 W MEQUON RD · MEQUON, WI 530921835 | Advisory (Plan) | $47,535 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $32,984 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,311 | $64,119-4.4% | $112,228-45.4% | $66,914-8.4% |
| Participation rate | 90.5% | 68.5%+22.0pp | 75.1%+15.4pp | 69.8%+20.7pp |
| Annual return | -15.39% | -13.81%-1.6pp | 27.45%-42.8pp | 1.58%-17.0pp |
| Employer contribution / active EE | $3,182 | $3,005+5.9% | $3,635-12.4% | $2,544+25.1% |
| Participant deferral / active EE | $6,206 | $3,693+68.0% | $4,728+31.3% | $4,237+46.5% |
| Admin fee / account holder | $321 | $625-48.7% | $6,410-95.0% | $593-45.9% |