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 |
|---|---|---|
BEAU FISHER1 year Filed as: FISHER & WIENS WEALTH MANAGEMENT Service code 16 · EIN 56-3932931 | Consulting | $19,201 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,745 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,172 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,960 | $58,320-16.0% | $86,436-43.4% | $66,914-26.8% |
| Participation rate | 91.5% | 78.6%+12.9pp | 80.3%+11.2pp | 69.8%+21.7pp |
| Annual return | -15.72% | -9.71%-6.0pp | 4394.89%-4410.6pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,838 | $2,615-29.7% | $3,769-51.2% | $2,544-27.7% |
| Participant deferral / active EE | $5,647 | $6,899-18.1% | $6,952-18.8% | $4,237+33.3% |
| Admin fee / account holder | $291 | $546-46.6% | $6,731-95.7% | $593-50.9% |