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 & BETTS3+ years Filed as: FARMER & BETTS, INC. Service code 15 · EIN 94-3322438 | Recordkeeping | $22,900 |
ARMANINO LLP1 year Service code 10 · EIN 94-6214841 | Accounting | $12,143 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,965 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,975 | $39,948+25.1% | $89,391-44.1% | $73,409-31.9% |
| Participation rate | 12.7% | 50.4%-37.7pp | 68.0%-55.3pp | 72.2%-59.5pp |
| Annual return | 11.29% | 50.12%-38.8pp | 245.62%-234.3pp | 59.29%-48.0pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,586-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,904 | $2,193-13.2% | $3,890-51.1% | $3,805-50.0% |
| Admin fee / account holder | $78 | $134-41.9% | $4,881-98.4% | $158-50.6% |