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 PO BOX 8904 · VANCOUVER, WA 98688 | Advisory (Plan) | $62,525 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,022 |
ADP BROKER-DEALER10+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 | Contract Administrator | $10,000 |
ADP BROKER-DEALER3 years Filed as: PENSION CONSULTANTS, INC Service code 13 74 BATTERSON PARK ROAD · FARMINGTON, CT 06032 | Contract Administrator | $0 |
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 | $161,495 | $86,929+85.8% | $102,423+57.7% | $80,856+99.7% |
| Participation rate | 82.8% | 72.4%+10.4pp | 76.5%+6.3pp | 67.6%+15.1pp |
| Annual return | 16.22% | 18.88%-2.7pp | 29.32%-13.1pp | 35.59%-19.4pp |
| Employer contribution / active EE | $2,577 | $2,369+8.8% | $3,023-14.8% | $2,755-6.5% |
| Participant deferral / active EE | $5,467 | $4,118+32.7% | $5,053+8.2% | $4,296+27.3% |
| Admin fee / account holder | $839 | $8,049-89.6% | $9,451-91.1% | $6,918-87.9% |