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 & BETTS1 year Filed as: FARMER & BETTS, INC. Service code 50 · EIN 94-3322438 6010 20TH ST E · FIFE, WA 98424 | Direct Payment | $4,213 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,910 |
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 | $29,662 | $31,679-6.4% | $74,701-60.3% | $65,185-54.5% |
| Participation rate | 78.2% | 40.4%+37.9pp | 54.5%+23.8pp | 70.2%+8.0pp |
| Annual return | 59.92% | 39.04%+20.9pp | 752.92%-693.0pp | 29.38%+30.5pp |
| Employer contribution / active EE | $1,912 | $566+237.8% | $1,084+76.4% | $2,177-12.2% |
| Participant deferral / active EE | $3,082 | $1,191+158.8% | $1,964+56.9% | $3,514-12.3% |
| Admin fee / account holder | $22 | $379-94.1% | $3,333-99.3% | $847-97.4% |