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 RETIREMENT SOLUTIONS LLC Service code 27 6404 INTERNATIONAL PKWY STE 1100 · PLANO, TX 75093 | Advisory (Plan) | $21,438 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,486 |
FISHER INVESTMENTS2 years Filed as: FISHER ASSET MANAGEMENT LLC FISHER Service code 27 PO BOX 8904 · VANCOUVER, WA 986889912 | Advisory (Plan) | $17,815 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,131 | $109,881-27.1% | $150,045-46.6% | $84,808-5.5% |
| Participation rate | 93.8% | 76.1%+17.7pp | 82.3%+11.4pp | 68.3%+25.4pp |
| Annual return | 19.07% | 28.25%-9.2pp | 62.55%-43.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $2,578 | $3,561-27.6% | $4,693-45.1% | $2,631-2.0% |
| Participant deferral / active EE | $9,812 | $6,636+47.9% | $7,997+22.7% | $4,212+133.0% |
| Admin fee / account holder | $502 | $8,568-94.1% | $13,435-96.3% | $7,344-93.2% |