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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,415 |
FISHER INVESTMENTS1 year Filed as: FISHER ASSET MANAGEMENT Service code 27 · EIN 20-2480800 | Advisory (Plan) | $14,198 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $11,971 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,176 | $62,146-6.4% | $81,438-28.6% | $74,546-22.0% |
| Participation rate | 63.0% | 64.1%-1.1pp | 69.5%-6.5pp | 67.2%-4.2pp |
| Annual return | 13.25% | 16.49%-3.2pp | 24.74%-11.5pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $1,573 | $1,883-16.5% | $2,460-36.1% | $2,624-40.1% |
| Participant deferral / active EE | $4,057 | $3,229+25.6% | $3,883+4.5% | $4,347-6.7% |
| Admin fee / account holder | $318 | $1,922-83.5% | $5,764-94.5% | $1,944-83.6% |