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 INVESTMENTS6 years Filed as: FISHER ASSET MANAGEMENT, LLC Service code 27 · EIN 94-3029777 | Advisory (Plan) | $41,389 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,093 |
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 | $39,548 | $77,314-48.8% | $177,989-77.8% | $80,856-51.1% |
| Participation rate | 98.4% | 65.7%+32.7pp | 77.1%+21.4pp | 67.6%+30.8pp |
| Annual return | 14.65% | 18.09%-3.4pp | 294.48%-279.8pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,661 | $2,292+16.1% | $3,949-32.6% | $2,755-3.4% |
| Participant deferral / active EE | $4,202 | $4,411-4.7% | $6,276-33.0% | $4,296-2.2% |
| Admin fee / account holder | $468 | $7,191-93.5% | $10,363-95.5% | $6,918-93.2% |