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 9-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 INVESTMENTS2 years Filed as: FISHER ASSET MANAGEMENT, LLC Service code 27 5525 NW FISHER CREEK DR · CAMAS, WA 98607 | Advisory (Plan) | $25,434 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,031 |
FISHER INVESTMENTS1 year Service code 50 · EIN 20-2480800 | Direct Payment | $3,173 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $7 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,398 | $111,491-82.6% | $189,513-89.8% | $86,799-77.7% |
| Participation rate | 33.5% | 87.3%-53.9pp | 87.8%-54.4pp | 72.3%-38.8pp |
| Annual return | 22.15% | 83.50%-61.3pp | 555.15%-533.0pp | 97.91%-75.8pp |
| Employer contribution / active EE | $664 | $3,951-83.2% | $6,162-89.2% | $2,405-72.4% |
| Participant deferral / active EE | $1,089 | $6,437-83.1% | $8,221-86.8% | $4,131-73.6% |
| Admin fee / account holder | $219 | $189+16.3% | $12,045-98.2% | $170+29.4% |