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 5-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 Service code 26 6329 W. MEQUON ROAD · MEQUON, WI 53092 | Advisory (Participants) | $45,992 |
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $6,778 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,507 | $71,5160% | $98,439-27.4% | $71,457+0.1% |
| Participation rate | 80.0% | 72.7%+7.3pp | 75.2%+4.8pp | 67.9%+12.1pp |
| Annual return | 33.87% | 32.41%+1.5pp | 21.16%+12.7pp | 28.85%+5.0pp |
| Employer contribution / active EE | $2,486 | $2,399+3.6% | $3,048-18.5% | $2,588-3.9% |
| Participant deferral / active EE | $4,350 | $4,109+5.9% | $4,738-8.2% | $4,289+1.4% |
| Admin fee / account holder | $279 | $1,675-83.3% | $8,948-96.9% | $1,587-82.4% |