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 MANGEMENT LLC Service code 27 · EIN 20-2480800 | Advisory (Plan) | $10,408 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,024 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,364 | $76,670-25.2% | $96,683-40.7% | $71,457-19.7% |
| Participation rate | 89.2% | 66.6%+22.6pp | 74.3%+14.9pp | 67.9%+21.3pp |
| Annual return | 47.28% | 48.29%-1.0pp | 35.69%+11.6pp | 28.85%+18.4pp |
| Employer contribution / active EE | $3,618 | $3,031+19.4% | $3,737-3.2% | $2,588+39.8% |
| Participant deferral / active EE | $3,571 | $3,771-5.3% | $4,878-26.8% | $4,289-16.7% |
| Admin fee / account holder | $129 | $2,028-93.6% | $6,730-98.1% | $1,587-91.9% |