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 INVESTMENTS2 years Filed as: FISHER ASSET MANAGEMENT Service code 27 · EIN 20-2480800 | Advisory (Plan) | $53,633 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,709 |
MONNIER & CO11+ years Service code 10 · EIN 34-1236295 | Accounting | $11,999 |
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 | $34,057 | $48,750-30.1% | $88,946-61.7% | $74,304-54.2% |
| Participation rate | 94.7% | 44.5%+50.2pp | 68.8%+25.8pp | 60.3%+34.3pp |
| Annual return | 16.94% | 25.91%-9.0pp | 57.82%-40.9pp | 29.43%-12.5pp |
| Employer contribution / active EE | $1,029 | $1,255-18.0% | $2,555-59.7% | $2,241-54.1% |
| Participant deferral / active EE | $4,147 | $2,423+71.2% | $4,581-9.5% | $3,767+10.1% |
| Admin fee / account holder | $545 | $3,756-85.5% | $8,261-93.4% | $2,969-81.6% |