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 |
|---|---|---|
FISHER INVESTMENTS2+ years Filed as: FISHER ASSET MANAGEMENT Service code 27 · EIN 94-3029777 | Advisory (Plan) | $76,068 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $18,885 |
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 | $47,084 | $51,466-8.5% | $78,778-40.2% | $62,292-24.4% |
| Participation rate | 87.3% | 59.8%+27.5pp | 69.2%+18.1pp | 69.5%+17.8pp |
| Annual return | 15.62% | 19.96%-4.3pp | 35.62%-20.0pp | 28.90%-13.3pp |
| Employer contribution / active EE | $3,070 | $827+271.1% | $1,986+54.6% | $2,042+50.3% |
| Participant deferral / active EE | $1,964 | $2,147-8.5% | $2,958-33.6% | $3,169-38.0% |
| Admin fee / account holder | $446 | $489-8.9% | $5,134-91.3% | $479-7.0% |