See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS1 year Filed as: FISHER ASSET MANAGEMENT LLC FISHER Service code 27 PO BOX 8904 · VANCOUVER, WA 986889912 | Advisory (Plan) | $65,243 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,901 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,895 | $80,724-22.1% | $103,333-39.1% | $74,495-15.6% |
| Participation rate | 64.6% | 65.7%-1.1pp | 74.5%-10.0pp | 67.2%-2.7pp |
| Annual return | 17.47% | 27.56%-10.1pp | 24.88%-7.4pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $2,833 | $3,157-10.3% | $3,868-26.8% | $2,623+8.0% |
| Participant deferral / active EE | $6,506 | $3,860+68.5% | $5,057+28.6% | $4,346+49.7% |
| Admin fee / account holder | $601 | $2,368-74.6% | $8,355-92.8% | $1,942-69.1% |