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 8-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 Service code 15 · EIN 20-2480800 | Recordkeeping | $29,780 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,445 |
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 | $32,749 | $72,137-54.6% | $142,449-77.0% | $71,457-54.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 76.8%+23.2pp | 67.9%+32.1pp |
| Annual return | 22.48% | 21.15%+1.3pp | 19.99%+2.5pp | 28.85%-6.4pp |
| Employer contribution / active EE | $5,187 | $3,793+36.7% | $4,847+7.0% | $2,588+100.5% |
| Participant deferral / active EE | $6,599 | $5,280+25.0% | $6,283+5.0% | $4,289+53.9% |
| Admin fee / account holder | $329 | $1,433-77.1% | $10,011-96.7% | $1,587-79.3% |