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, LLC Service code 27 · EIN 94-3029777 | Advisory (Plan) | $49,425 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $29,971 |
PURKEY CARTER, COMPTON1 year Service code 10 · EIN 62-0882329 | Accounting | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,046 | $56,972-54.3% | $182,532-85.7% | $65,185-60.0% |
| Participation rate | 91.7% | 66.5%+25.1pp | 78.0%+13.7pp | 70.2%+21.5pp |
| Annual return | 19.29% | 27.67%-8.4pp | 148.54%-129.3pp | 29.38%-10.1pp |
| Employer contribution / active EE | $1,923 | $1,615+19.1% | $4,076-52.8% | $2,177-11.6% |
| Participant deferral / active EE | $2,758 | $3,526-21.8% | $5,524-50.1% | $3,514-21.5% |
| Admin fee / account holder | $436 | $528-17.4% | $8,592-94.9% | $847-48.5% |