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 20-2480800 | Advisory (Plan) | $46,978 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,717 |
Service code 10 · EIN 23-2667890 | Accounting | $8,025 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,369 | $80,724-31.4% | $103,333-46.4% | $74,495-25.7% |
| Participation rate | 92.7% | 65.7%+27.0pp | 74.5%+18.2pp | 67.2%+25.5pp |
| Annual return | 8.29% | 27.56%-19.3pp | 24.88%-16.6pp | 1364.94%-1356.7pp |
| Employer contribution / active EE | $3,811 | $3,157+20.7% | $3,868-1.5% | $2,623+45.3% |
| Participant deferral / active EE | $3,659 | $3,860-5.2% | $5,057-27.7% | $4,346-15.8% |
| Admin fee / account holder | $493 | $2,368-79.2% | $8,355-94.1% | $1,942-74.6% |