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 · EIN 20-2480800 | Advisory (Plan) | $74,992 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $60,179 |
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 | $46,019 | $98,727-53.4% | $113,168-59.3% | $85,563-46.2% |
| Participation rate | 94.5% | 80.8%+13.7pp | 76.6%+18.0pp | 66.0%+28.6pp |
| Annual return | 14.72% | 17.43%-2.7pp | 24.27%-9.5pp | 31.51%-16.8pp |
| Employer contribution / active EE | $2,569 | $2,907-11.6% | $2,975-13.6% | $2,654-3.2% |
| Participant deferral / active EE | $4,711 | $5,424-13.1% | $5,107-7.7% | $4,375+7.7% |
| Admin fee / account holder | $421 | $357+18.1% | $12,068-96.5% | $834-49.5% |