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 |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $36,021 |
FISHER INVESTMENTS1 year Filed as: FISHER RETIREMENT SOLUTIONS, LLC Service code 15 · EIN 99-2188878 | Recordkeeping | $31,719 |
FISHER INVESTMENTS3 years Filed as: FISHER ASSET MANAGEMENT LLC Service code 15 · EIN 20-2480800 | Recordkeeping | $27,144 |
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 | $49,046 | $69,454-29.4% | $180,183-72.8% | $74,304-34.0% |
| Participation rate | 99.4% | 61.8%+37.6pp | 77.4%+22.0pp | 60.3%+39.0pp |
| Annual return | 15.98% | 25.86%-9.9pp | 27.86%-11.9pp | 29.43%-13.4pp |
| Employer contribution / active EE | $4,746 | $3,155+50.4% | $5,039-5.8% | $2,241+111.8% |
| Participant deferral / active EE | $6,297 | $4,662+35.1% | $6,822-7.7% | $3,767+67.1% |
| Admin fee / account holder | $510 | $3,036-83.2% | $19,975-97.4% | $2,969-82.8% |