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 15 · EIN 20-2480800 | Recordkeeping | $47,235 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,951 |
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 | $72,200 | $101,317-28.7% | $146,958-50.9% | $74,495-3.1% |
| Participation rate | 74.3% | 75.5%-1.2pp | 82.2%-7.8pp | 67.2%+7.1pp |
| Annual return | 17.21% | 8730.91%-8713.7pp | 418.34%-401.1pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $1,292 | $3,810-66.1% | $4,933-73.8% | $2,623-50.7% |
| Participant deferral / active EE | $7,021 | $7,303-3.9% | $8,070-13.0% | $4,346+61.6% |
| Admin fee / account holder | $332 | $1,739-80.9% | $12,998-97.4% | $1,942-82.9% |