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 ADVISORS3 years Service code 26 6329 W. MEQUON ROAD · MEQUON, WI 53092 | Advisory (Participants) | $50,168 |
NEWPORT GROUP, INC.3 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $11,013 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $73,372 | $78,485-6.5% | $106,213-30.9% | $74,495-1.5% |
| Participation rate | 72.9% | 72.8%+0.1pp | 75.3%-2.3pp | 67.2%+5.7pp |
| Annual return | 11.43% | 15.95%-4.5pp | 116.14%-104.7pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $2,271 | $2,523-10.0% | $3,171-28.4% | $2,623-13.4% |
| Participant deferral / active EE | $4,217 | $4,322-2.4% | $5,016-15.9% | $4,346-3.0% |
| Admin fee / account holder | $305 | $2,232-86.3% | $11,033-97.2% | $1,942-84.3% |