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 | $101,499-55.1% | $147,005-69.0% | $74,546-38.8% |
| Participation rate | 90.2% | 75.5%+14.6pp | 82.2%+8.0pp | 67.2%+22.9pp |
| Annual return | 17.84% | 8732.34%-8714.5pp | 418.76%-400.9pp | 1366.03%-1348.2pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $5,820 | $7,304-20.3% | $8,070-27.9% | $4,347+33.9% |
| Admin fee / account holder | $391 | $1,748-77.7% | $13,006-97.0% | $1,944-79.9% |