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 INVESTMENTS6 years Filed as: FISHER ASSET MANAGEMENT, LLC Service code 27 · EIN 94-3029777 | Advisory (Plan) | $55,929 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $4,777 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $75,351 | $59,402+26.8% | $93,654-19.5% | $74,546+1.1% |
| Participation rate | 63.8% | 59.7%+4.1pp | 68.7%-4.9pp | 67.2%-3.4pp |
| Annual return | 18.41% | 81.86%-63.4pp | 133.34%-114.9pp | 1366.03%-1347.6pp |
| Employer contribution / active EE | $1,679 | $1,265+32.8% | $2,421-30.6% | $2,624-36.0% |
| Participant deferral / active EE | $2,877 | $3,049-5.6% | $4,413-34.8% | $4,347-33.8% |
| Admin fee / account holder | $471 | $3,023-84.4% | $8,282-94.3% | $1,944-75.8% |