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 |
|---|---|---|
Service code 12 · EIN 48-1205033 | Recordkeeping fees; Sub-transfer agen... | $11,957 |
Filed as: SPECTRUM INVESTMENT ADVISORS, INC Service code 27 6329 W MEQUON RD · MEQUON, WI 530921835 | Advisory (Plan) | $7,380 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,257 | $48,046-59.9% | $84,611-77.2% | $72,985-73.6% |
| Participation rate | 83.7% | 57.6%+26.1pp | 68.2%+15.5pp | 69.5%+14.2pp |
| Annual return | 17.80% | 37.38%-19.6pp | 258.74%-240.9pp | 81.00%-63.2pp |
| Employer contribution / active EE | $242 | $1,602-84.9% | $2,652-90.9% | $2,440-90.1% |
| Participant deferral / active EE | $1,780 | $2,680-33.6% | $3,899-54.3% | $3,607-50.7% |
| Admin fee / account holder | $197 | $3,395-94.2% | $4,912-96.0% | $5,124-96.1% |