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) | $23,595 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,010 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,507 | $64,119-30.6% | $112,228-60.3% | $66,914-33.5% |
| Participation rate | 44.0% | 68.5%-24.5pp | 75.1%-31.1pp | 69.8%-25.8pp |
| Annual return | -16.87% | -13.81%-3.1pp | 27.45%-44.3pp | 1.58%-18.5pp |
| Employer contribution / active EE | $139 | $3,005-95.4% | $3,635-96.2% | $2,544-94.5% |
| Participant deferral / active EE | $1,715 | $3,693-53.6% | $4,728-63.7% | $4,237-59.5% |
| Admin fee / account holder | $457 | $625-26.9% | $6,410-92.9% | $593-22.9% |