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 |
|---|---|---|
FARMER & BETTS3+ years Service code 15 · EIN 94-3322438 6050 20TH STREET E · TACOMA, WA 98424 | Recordkeeping | $2,044 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
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 | $20,960 | $28,109-25.4% | $71,086-70.5% | $56,287-62.8% |
| Participation rate | 93.5% | 40.4%+53.1pp | 54.7%+38.9pp | 69.9%+23.7pp |
| Annual return | 17.65% | -615.05%+632.7pp | 650.59%-632.9pp | -9.96%+27.6pp |
| Employer contribution / active EE | $1,788 | $558+220.6% | $1,088+64.4% | $2,111-15.3% |
| Participant deferral / active EE | $2,948 | $1,116+164.2% | $1,874+57.3% | $3,350-12.0% |
| Admin fee / account holder | $18 | $585-96.9% | $3,082-99.4% | $521-96.5% |