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 Service code 27 · EIN 94-3029777 | Advisory (Plan) | $32,571 |
THE BENEFIT PRACTICE1 year Service code 15 · EIN 13-4144565 | Recordkeeping | $10,450 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $4,290 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,645 | $31,679+315.6% | $74,701+76.2% | $65,185+102.0% |
| Participation rate | 15.8% | 40.4%-24.6pp | 54.5%-38.7pp | 70.2%-54.4pp |
| Annual return | 23.54% | 39.04%-15.5pp | 752.92%-729.4pp | 29.38%-5.8pp |
| Employer contribution / active EE | $0 | $566-100.0% | $1,084-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $468 | $1,191-60.7% | $1,964-76.1% | $3,514-86.7% |
| Admin fee / account holder | $1,392 | $379+267.3% | $3,333-58.3% | $847+64.3% |