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 FISHER INVESTMENTS · VANCOUVER, WA 986889912 | Advisory (Plan) | $11,714 |
Service code 99 6737 WEST WASHINGTON STREET, · MILWAUKEE, WI 53214 | Other Fees | $7,609 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $972 |
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 | $48,915 | $62,132-21.3% | $185,823-73.7% | $73,488-33.4% |
| Participation rate | 95.0% | 67.8%+27.1pp | 78.0%+16.9pp | 70.7%+24.3pp |
| Annual return | 12.12% | 20.44%-8.3pp | 35.95%-23.8pp | 28.51%-16.4pp |
| Employer contribution / active EE | $2,415 | $1,681+43.7% | $4,087-40.9% | $2,270+6.4% |
| Participant deferral / active EE | $2,772 | $3,711-25.3% | $5,632-50.8% | $3,740-25.9% |
| Admin fee / account holder | $123 | $419-70.6% | $9,500-98.7% | $513-76.0% |