See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS1 year Filed as: FISHER ASSET MANAGEMENT, LLC Service code 27 · EIN 94-3029777 5525 NW FISHER CREEK DRIVE · CAMAS, WA 98607 | Advisory (Plan) | $27,707 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 PO BOX 10699 · FARGO, ND 581060699 | Recordkeeping | $15,183 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,887 | $101,955-65.8% | $112,887-69.1% | $71,457-51.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.5%+19.5pp | 67.9%+32.1pp |
| Annual return | 26.43% | 28.92%-2.5pp | 34.10%-7.7pp | 28.85%-2.4pp |
| Employer contribution / active EE | $2,583 | $4,743-45.5% | $4,563-43.4% | $2,588-0.2% |
| Participant deferral / active EE | $4,330 | $6,771-36.0% | $6,513-33.5% | $4,289+1.0% |
| Admin fee / account holder | $291 | $1,395-79.1% | $7,047-95.9% | $1,587-81.7% |