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 INVESTMENTS5 years Filed as: FISHER ASSET MANAGEMENT, LLC Service code 27 · EIN 94-3029777 | Advisory (Plan) | $34,805 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,964 |
PURKEY CARTER, COMPTON5 years Service code 10 · EIN 62-0882329 | Accounting | $14,650 |
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 | $36,198 | $70,669-48.8% | $169,368-78.6% | $75,163-51.8% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 19.75% | 36.36%-16.6pp | 405.60%-385.9pp | 160.62%-140.9pp |
| Employer contribution / active EE | $2,857 | $2,211+29.2% | $4,013-28.8% | $2,670+7.0% |
| Participant deferral / active EE | $4,507 | $4,311+4.6% | $6,221-27.6% | $4,125+9.3% |
| Admin fee / account holder | $503 | $5,402-90.7% | $9,003-94.4% | $5,651-91.1% |