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 INVESTMENTS4 years Filed as: FISHER ASSET MANAGEMENT, LLC Service code 55 5525 NW FISHER CREEK DRIVE · CAMAS, WA 98607 | Other Commissions | $67,314 |
ASCENSUS LLC4 years Service code 15 1655 43RD ST SOUTH, SUITE 100 · FARGO, ND 58103 | Recordkeeping | $14,520 |
Filed as: BENEFIT PLANS, INC. Service code 13 16924 FRANCES STREET, SUITE 100 · OMAHA, NE 68130 | Contract Administrator | $9,618 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,805 | $102,553-9.5% | $151,611-38.8% | $66,914+38.7% |
| Participation rate | 83.6% | 85.5%-1.9pp | 87.5%-3.9pp | 69.8%+13.8pp |
| Annual return | -13.08% | -10.82%-2.3pp | 3.33%-16.4pp | 1.58%-14.7pp |
| Employer contribution / active EE | $1,520 | $4,180-63.6% | $6,166-75.3% | $2,544-40.2% |
| Participant deferral / active EE | $4,180 | $6,641-37.1% | $8,363-50.0% | $4,237-1.3% |
| Admin fee / account holder | $594 | $630-5.7% | $11,616-94.9% | $593+0.1% |