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 | $16,498 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,340 | $27,915-34.3% | $58,482-68.6% | $75,163-75.6% |
| Participation rate | 92.5% | 38.8%+53.6pp | 50.9%+41.6pp | 67.2%+25.3pp |
| Annual return | -21.53% | 44.20%-65.7pp | 4239.32%-4260.8pp | 160.62%-182.1pp |
| Employer contribution / active EE | $1,144 | $669+71.1% | $1,053+8.7% | $2,670-57.1% |
| Participant deferral / active EE | $0 | $1,201-100.0% | $1,924-100.0% | $4,125-100.0% |
| Admin fee / account holder | $267 | $1,726-84.5% | $2,516-89.4% | $5,651-95.3% |