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 INVESTMENTS2 years Filed as: FISHER ASSET MANAGEMENT, LLC Service code 27 · EIN 94-3029777 | Advisory (Plan) | $53,458 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $28,812 |
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 | $34,138 | $72,012-52.6% | $185,823-81.6% | $79,858-57.3% |
| Participation rate | 95.8% | 65.8%+30.1pp | 78.0%+17.8pp | 69.6%+26.2pp |
| Annual return | 18.01% | 23.12%-5.1pp | 35.95%-17.9pp | 31.71%-13.7pp |
| Employer contribution / active EE | $2,942 | $1,965+49.8% | $4,087-28.0% | $2,471+19.1% |
| Participant deferral / active EE | $4,621 | $3,779+22.3% | $5,632-17.9% | $3,740+23.6% |
| Admin fee / account holder | $478 | $4,513-89.4% | $9,500-95.0% | $5,306-91.0% |