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 Service code 27 · EIN 94-3029777 | Advisory (Plan) | $21,976 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $5,225 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $56,799 | $85,766-33.8% | $136,294-58.3% | $70,131-19.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 81.9%-6.9pp | 69.5%+5.5pp |
| Annual return | 40.44% | 31.45%+9.0pp | 5155.94%-5115.5pp | 73.14%-32.7pp |
| Employer contribution / active EE | $3,222 | $2,966+8.6% | $4,695-31.4% | $2,342+37.5% |
| Participant deferral / active EE | $7,136 | $5,051+41.3% | $6,247+14.2% | $3,332+114.2% |
| Admin fee / account holder | $327 | $5,420-94.0% | $9,243-96.5% | $4,645-93.0% |