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 INVESTMENTS5+ years Filed as: FISHER, HERBST & KEMBLE, P.C. Service code 10 · EIN 74-2584860 | Accounting | $5,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $900 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,231 | $73,823+123.8% | $379,746-56.5% | $73,488+124.8% |
| Participation rate | 96.7% | 73.1%+23.6pp | 78.4%+18.3pp | 70.7%+26.0pp |
| Annual return | 24.86% | 29.06%-4.2pp | 34.90%-10.0pp | 28.51%-3.7pp |
| Employer contribution / active EE | $0 | $2,472-100.0% | $3,540-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,980 | $4,038+23.3% | $6,024-17.3% | $3,740+33.2% |
| Admin fee / account holder | $43 | $607-92.9% | $7,927-99.5% | $513-91.6% |