Filed October 27, 2023
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 9-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 INVESTMENTS1 year Filed as: FISHER ASSET MANAGEMENT LLC FISHER Service code 27 PO BOX 8904 · VANCOUVER, WA 986889912 | Advisory (Plan) | $61,191 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,699 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,592 | $88,890-69.0% | $102,423-73.1% | $77,643-64.5% |
| Participation rate | 91.9% | 80.9%+11.0pp | 76.5%+15.4pp | 70.6%+21.3pp |
| Annual return | 14.36% | 24.98%-10.6pp | 29.32%-15.0pp | 31.24%-16.9pp |
| Employer contribution / active EE | $1,329 | $2,698-50.7% | $3,023-56.0% | $2,726-51.2% |
| Participant deferral / active EE | $3,393 | $5,145-34.1% | $5,053-32.9% | $4,647-27.0% |
| Admin fee / account holder | $101 | $235-56.9% | $9,451-98.9% | $430-76.5% |