Filed July 24, 2023 (most recent of 4 filings on file)
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 INVESTMENTS3 years Filed as: FISHER ASSET MANAGEMENT LLC Service code 15 · EIN 20-2480800 | Recordkeeping | $31,470 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,483 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,942 | $60,323-48.7% | $81,812-62.2% | $74,495-58.5% |
| Participation rate | 90.5% | 62.9%+27.6pp | 72.3%+18.1pp | 67.2%+23.3pp |
| Annual return | 12.65% | 16.90%-4.3pp | 773.79%-761.1pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $1,392 | $2,620-46.9% | $2,912-52.2% | $2,623-46.9% |
| Participant deferral / active EE | $2,586 | $3,387-23.7% | $4,319-40.1% | $4,346-40.5% |
| Admin fee / account holder | $201 | $1,486-86.5% | $7,386-97.3% | $1,942-89.7% |