See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS1 year Filed as: FISHER ASSET MANAGEMENT Service code 27 · EIN 20-2480800 | Advisory (Plan) | $17,742 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $9,011 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,163 | $52,406+5.3% | $129,207-57.3% | $74,495-25.9% |
| Participation rate | 67.4% | 53.8%+13.6pp | 69.6%-2.2pp | 67.2%+0.2pp |
| Annual return | 14.05% | 15.66%-1.6pp | 9417.33%-9403.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $1,057 | $1,531-30.9% | $4,153-74.5% | $2,623-59.7% |
| Participant deferral / active EE | $3,216 | $2,794+15.1% | $4,168-22.8% | $4,346-26.0% |
| Admin fee / account holder | $315 | $2,633-88.1% | $7,715-95.9% | $1,942-83.8% |