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 INVESTMENTS3 years Filed as: FISHER ASSET MANAGEMENT, LLC Service code 27 · EIN 94-3029777 | Advisory (Plan) | $44,897 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,024 |
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 | $45,612 | $101,317-55.0% | $146,958-69.0% | $74,495-38.8% |
| Participation rate | 90.2% | 75.5%+14.6pp | 82.2%+8.0pp | 67.2%+23.0pp |
| Annual return | 17.84% | 8730.91%-8713.1pp | 418.34%-400.5pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $5,820 | $7,303-20.3% | $8,070-27.9% | $4,346+33.9% |
| Admin fee / account holder | $391 | $1,739-77.5% | $12,998-97.0% | $1,942-79.9% |