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 DORWART, P.C.1 year Filed as: FISCHER INVESTEMNTS Service code 26 | Advisory (Participants) | $15,931 |
PROVENANCE WEALTH ADVISORS4 years Service code 26 · EIN 65-0978008 | Advisory (Participants) | $3,865 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,063 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,151 | $48,335+10.0% | $121,098-56.1% | $71,457-25.6% |
| Participation rate | 68.8% | 54.3%+14.5pp | 69.5%-0.7pp | 67.9%+0.9pp |
| Annual return | 25.01% | 23.32%+1.7pp | 985.75%-960.7pp | 28.85%-3.8pp |
| Employer contribution / active EE | $2,384 | $1,489+60.1% | $4,164-42.7% | $2,588-7.9% |
| Participant deferral / active EE | $5,511 | $2,754+100.1% | $4,080+35.1% | $4,289+28.5% |
| Admin fee / account holder | $192 | $1,841-89.5% | $5,644-96.6% | $1,587-87.9% |