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 7-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 ASSET MANAGEMENT LLC FISHER Service code 27 PO BOX 8904 · VANCOUVER, WA 986889912 | Advisory (Plan) | $57,390 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,256 |
TD AMERITRADE, INC.1 year Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,604 | $82,202-57.9% | $125,339-72.4% | $64,808-46.6% |
| Participation rate | 85.3% | 77.9%+7.4pp | 82.4%+2.9pp | 71.5%+13.8pp |
| Annual return | -15.45% | 3.48%-18.9pp | 572.05%-587.5pp | 32.82%-48.3pp |
| Employer contribution / active EE | $3,725 | $3,615+3.0% | $4,814-22.6% | $2,506+48.7% |
| Participant deferral / active EE | $8,262 | $7,175+15.1% | $7,446+10.9% | $4,310+91.7% |
| Admin fee / account holder | $267 | $163+63.5% | $10,010-97.3% | $188+42.1% |