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 8-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 INVESTMENTS2 years Filed as: FISHER ASSET MANAGEMENT LLC Service code 15 · EIN 20-2480800 | Recordkeeping | $47,778 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,664 |
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 | $44,546 | $79,700-44.1% | $153,485-71.0% | $74,495-40.2% |
| Participation rate | 100.0% | 69.8%+30.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 14.21% | 15.07%-0.9pp | 15.65%-1.4pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $5,360 | $4,016+33.5% | $5,039+6.4% | $2,623+104.4% |
| Participant deferral / active EE | $7,099 | $5,315+33.6% | $6,757+5.1% | $4,346+63.4% |
| Admin fee / account holder | $503 | $1,790-71.9% | $12,724-96.0% | $1,942-74.1% |