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 |
|---|---|---|
FISCHER INVESTMENT GROUP5 years Filed as: FISCHER INVESTMENT GROUP, INC Service code 15 · EIN 16-1290741 | Recordkeeping | $37,017 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,509 |
Employer contribution per participant 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 | $46,377 | $100,923-54.0% | $150,045-69.1% | $74,304-37.6% |
| Participation rate | 74.5% | 70.1%+4.4pp | 82.3%-7.8pp | 60.3%+14.2pp |
| Annual return | 17.17% | 51.77%-34.6pp | 62.55%-45.4pp | 29.43%-12.3pp |
| Employer contribution / active EE | $361 | $3,463-89.6% | $4,693-92.3% | $2,241-83.9% |
| Participant deferral / active EE | $4,029 | $6,709-39.9% | $7,997-49.6% | $3,767+6.9% |
| Admin fee / account holder | $234 | $2,767-91.6% | $13,435-98.3% | $2,969-92.1% |