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 INVESTMENTS1 year Filed as: FISHER ASSET MANAGEMENT, LLC Service code 27 · EIN 94-3029777 | Advisory (Plan) | $97,242 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $21,180 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,153 | $54,573+4.7% | $90,951-37.2% | $73,488-22.2% |
| Participation rate | 90.9% | 61.2%+29.7pp | 69.0%+21.9pp | 70.7%+20.2pp |
| Annual return | -3.00% | 16.69%-19.7pp | 134.60%-137.6pp | 28.51%-31.5pp |
| Employer contribution / active EE | $4,132 | $991+316.8% | $2,122+94.7% | $2,270+82.0% |
| Participant deferral / active EE | $2,766 | $2,517+9.9% | $3,373-18.0% | $3,740-26.0% |
| Admin fee / account holder | $479 | $521-8.1% | $5,959-92.0% | $513-6.6% |