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 13 6010 20TH STREET EAST, SUITE 1 · TACOMA, WA 98424 | Contract Administrator | $12,350 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,362 |
FARMER & BETTS1 year Service code 13 | Contract Administrator | $2,237 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $91 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,169 | $86,655-79.0% | $119,609-84.8% | $66,914-72.8% |
| Participation rate | 78.0% | 75.6%+2.4pp | 79.3%-1.3pp | 69.8%+8.2pp |
| Annual return | -16.73% | -8.00%-8.7pp | -14.97%-1.8pp | 1.58%-18.3pp |
| Employer contribution / active EE | $1,727 | $2,536-31.9% | $4,232-59.2% | $2,544-32.1% |
| Participant deferral / active EE | $2,592 | $4,358-40.5% | $5,602-53.7% | $4,237-38.8% |
| Admin fee / account holder | $146 | $755-80.7% | $10,323-98.6% | $593-75.4% |