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 |
|---|---|---|
FISHER INVESTMENTS1 year Filed as: FISHER ASSET MANAGEMENT LLC Service code 27 FISHER INVESTMENTS · VANCOUVER, WA 986889912 | Advisory (Plan) | $111,868 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,862 |
Service code 13 PO BOX 1282 · CHICO, CA 959271282 | Contract Administrator | $6,012 |
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 | $248,312 | $61,272+305.3% | $149,673+65.9% | $71,457+247.5% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 17.41% | 35.85%-18.4pp | 134.42%-117.0pp | 28.85%-11.4pp |
| Employer contribution / active EE | $14,556 | $2,378+512.0% | $4,818+202.1% | $2,588+462.5% |
| Participant deferral / active EE | $10,351 | $2,917+254.8% | $5,680+82.2% | $4,289+141.4% |
| Admin fee / account holder | $988 | $1,261-21.6% | $13,210-92.5% | $1,587-37.7% |