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 8-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 |
|---|---|---|
FARMER & BETTS1+ years Filed as: FARMER & BETTS, INC. Service code 15 · EIN 94-3322438 | Recordkeeping | $18,585 |
AMERIT CONSULTING, INC.1+ years Service code 35 · EIN 02-0631747 | Employee (plan sponsor) | $10,915 |
ARMANINO LLP1+ years Filed as: ARMANIXO LLP Service code 10 · EIN 94-6214841 | Accounting | $9,328 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,450 | $44,473-13.5% | $76,523-49.8% | $55,725-31.0% |
| Participation rate | 13.6% | 51.0%-37.4pp | 68.0%-54.4pp | 70.9%-57.3pp |
| Annual return | -6.51% | -2.01%-4.5pp | -0.27%-6.2pp | 244.93%-251.4pp |
| Employer contribution / active EE | $49 | $1,101-95.6% | $2,647-98.2% | $2,078-97.6% |
| Participant deferral / active EE | $2,043 | $1,988+2.8% | $3,835-46.7% | $3,356-39.1% |
| Admin fee / account holder | $183 | $134+36.6% | $4,848-96.2% | $115+59.1% |