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 INVESTMENTS3 years Filed as: FISHER ASSET MANAGEMENT LLC Service code 15 · EIN 20-2480800 | Recordkeeping | $36,587 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,901 |
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 | $42,457 | $79,184-46.4% | $102,438-58.6% | $74,546-43.0% |
| Participation rate | 75.0% | 74.8%+0.2pp | 76.5%-1.5pp | 67.2%+7.8pp |
| Annual return | 15.32% | 54.95%-39.6pp | 29.37%-14.1pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $2,410 | $2,362+2.0% | $3,024-20.3% | $2,624-8.2% |
| Participant deferral / active EE | $4,220 | $4,414-4.4% | $5,054-16.5% | $4,347-2.9% |
| Admin fee / account holder | $508 | $2,001-74.6% | $9,448-94.6% | $1,944-73.8% |