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 | $25,631 |
FISHER INVESTMENTS1 year Filed as: FISHER RETIREMENT SOLUTIONS, LLC Service code 15 · EIN 99-2188878 | Recordkeeping | $24,574 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,526 |
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 | $78,561 | $176,947-55.6% | $91,541-14.2% | - |
| Participation rate | 98.0% | 61.8%+36.1pp | 69.8%+28.2pp | - |
| Annual return | 13.92% | 15.13%-1.2pp | 20.50%-6.6pp | - |
| Employer contribution / active EE | $1,621 | $2,196-26.2% | $2,505-35.3% | - |
| Participant deferral / active EE | $5,084 | $4,114+23.6% | $4,008+26.9% | - |
| Admin fee / account holder | $434 | $22,209-98.0% | $6,956-93.8% | - |