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 INVESTMENTS3 years Filed as: FISHER ASSET MANAGEMENT LLC FISHER Service code 27 PO BOX 8904 · VANCOUVER, WA 986889912 | Advisory (Plan) | $73,693 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,581 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,089 | $95,274-56.9% | $135,903-69.8% | $74,419-44.8% |
| Participation rate | 78.4% | 78.2%+0.2pp | 81.9%-3.5pp | 70.7%+7.7pp |
| Annual return | 22.29% | 32.77%-10.5pp | 68.23%-45.9pp | 34.38%-12.1pp |
| Employer contribution / active EE | $4,145 | $3,874+7.0% | $4,856-14.6% | $2,637+57.2% |
| Participant deferral / active EE | $9,688 | $7,782+24.5% | $7,758+24.9% | $4,528+113.9% |
| Admin fee / account holder | $297 | $266+11.6% | $10,762-97.2% | $348-14.6% |