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 |
|---|---|---|
Filed as: FISHER INVESTMENT MANAGEMENT LLC Service code 28 · EIN 20-2480800 5525 NW FISHER CREEK DRIVE · CAMAS, WA 98607 | Investment Management | $23,423 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,193 | $27,641-26.9% | $61,373-67.1% | $68,494-70.5% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | 20.47% | -13.24%+33.7pp | 338.61%-318.1pp | -7.84%+28.3pp |
| Employer contribution / active EE | $1,474 | $695+111.9% | $1,159+27.1% | $2,596-43.2% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $2,125-100.0% | $4,027-100.0% |
| Admin fee / account holder | $251 | $2,010-87.5% | $2,130-88.2% | $5,403-95.4% |