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 INVESTMENTS2 years Filed as: FISHER INVESTMENTS 401(K) SOLUTIONS Service code 27 6500 INTERNATIONAL PARKWAY · PLANO, TX 75093 | Advisory (Plan) | $40,975 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,814 |
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 | $80,421 | $49,915+61.1% | $154,803-48.0% | $74,304+8.2% |
| Participation rate | 86.0% | 54.0%+32.0pp | 78.1%+7.9pp | 60.3%+25.7pp |
| Annual return | 12.36% | 34.06%-21.7pp | 58.88%-46.5pp | 29.43%-17.1pp |
| Employer contribution / active EE | $2,668 | $1,611+65.6% | $4,305-38.0% | $2,241+19.0% |
| Participant deferral / active EE | $3,445 | $2,255+52.8% | $5,540-37.8% | $3,767-8.6% |
| Admin fee / account holder | $691 | $2,189-68.4% | $14,329-95.2% | $2,969-76.7% |