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 49 · EIN 20-2480800 | Other Services | $51,834 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,162 |
MONNIER & CO10+ years Service code 10 · EIN 34-1236295 | Accounting | $11,550 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,405 | $44,960-32.4% | $84,966-64.2% | $74,495-59.2% |
| Participation rate | 94.8% | 49.4%+45.5pp | 67.5%+27.3pp | 67.2%+27.6pp |
| Annual return | 13.73% | 26.24%-12.5pp | 66.38%-52.7pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $898 | $1,457-38.4% | $2,727-67.1% | $2,623-65.8% |
| Participant deferral / active EE | $3,606 | $2,731+32.0% | $4,519-20.2% | $4,346-17.0% |
| Admin fee / account holder | $513 | $2,209-76.8% | $6,149-91.7% | $1,942-73.6% |