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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,465 |
FISHER INVESTMENTS1 year Filed as: FISHER RETIREMENT SOLUTIONS, LLC Service code 15 · EIN 99-2188878 | Recordkeeping | $18,620 |
FISHER INVESTMENTS2 years Filed as: FISHER ASSET MANAGEMENT LLC Service code 15 · EIN 20-2480800 | Recordkeeping | $16,413 |
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 | $104,752 | $95,803+9.3% | $113,168-7.4% | $84,808+23.5% |
| Participation rate | 98.8% | 72.9%+25.9pp | 76.6%+22.2pp | 68.3%+30.5pp |
| Annual return | 15.87% | 25.00%-9.1pp | 24.27%-8.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $3,814 | $2,360+61.6% | $2,975+28.2% | $2,631+45.0% |
| Participant deferral / active EE | $5,641 | $4,242+33.0% | $5,107+10.5% | $4,212+33.9% |
| Admin fee / account holder | $529 | $8,989-94.1% | $12,068-95.6% | $7,344-92.8% |