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, LLC Service code 55 5525 NW FISHER CREEK DRIVE · CAMAS, WA 98607 | Other Commissions | $35,919 |
ASCENSUS LLC1 year Service code 15 1655 43RD ST SOUTH, SUITE 100 · FARGO, ND 58103 | Recordkeeping | $10,140 |
Filed as: BENEFIT PLANS, INC. Service code 13 16924 FRANCES STREET, SUITE 100 · OMAHA, NE 68130 | Contract Administrator | $5,311 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $76,932 | $98,982-22.3% | $162,163-52.6% | $65,185+18.0% |
| Participation rate | 81.9% | 85.8%-3.9pp | 87.6%-5.6pp | 70.2%+11.7pp |
| Annual return | 23.86% | 24.84%-1.0pp | 115.59%-91.7pp | 29.38%-5.5pp |
| Employer contribution / active EE | $1,311 | $3,467-62.2% | $5,614-76.7% | $2,177-39.8% |
| Participant deferral / active EE | $3,634 | $5,384-32.5% | $7,298-50.2% | $3,514+3.4% |
| Admin fee / account holder | $350 | $596-41.4% | $10,843-96.8% | $847-58.7% |