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 |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $20,506 |
FISHER INVESTMENTS1 year Filed as: FISHER ASSET MANAGEMENT, LLC Service code 27 · EIN 94-3029777 | Advisory (Plan) | $14,035 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,715 | $98,750-77.0% | $149,696-84.8% | $79,858-71.6% |
| Participation rate | 78.4% | 75.8%+2.6pp | 82.5%-4.1pp | 69.6%+8.8pp |
| Annual return | 25.44% | 27.43%-2.0pp | 276.60%-251.2pp | 31.71%-6.3pp |
| Employer contribution / active EE | $4,158 | $3,216+29.3% | $4,644-10.5% | $2,471+68.3% |
| Participant deferral / active EE | $1,915 | $5,680-66.3% | $6,842-72.0% | $3,740-48.8% |
| Admin fee / account holder | $380 | $6,053-93.7% | $9,309-95.9% | $5,306-92.8% |