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 INVESTMENTS7 years Filed as: FISHER ASSET MANAGEMENT, LLC Service code 27 · EIN 94-3029777 | Advisory (Plan) | $65,587 |
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,386 |
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 | $79,684 | $66,098+20.6% | $101,794-21.7% | $74,304+7.2% |
| Participation rate | 62.6% | 53.8%+8.8pp | 69.2%-6.6pp | 60.3%+2.2pp |
| Annual return | 14.66% | 19.59%-4.9pp | 30.53%-15.9pp | 29.43%-14.8pp |
| Employer contribution / active EE | $1,628 | $1,082+50.5% | $2,289-28.9% | $2,241-27.4% |
| Participant deferral / active EE | $2,950 | $2,781+6.1% | $4,084-27.8% | $3,767-21.7% |
| Admin fee / account holder | $469 | $4,146-88.7% | $8,777-94.7% | $2,969-84.2% |