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 & BETTS2 years Filed as: FARMER & BETTS, INC. Service code 13 6010 20TH STREET EAST, SUITE 1 · TACOMA, WA 98424 | Contract Administrator | $14,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,007 |
FARMER & BETTS2 years Service code 13 | Contract Administrator | $3,073 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,654 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,595 | $82,978-70.4% | $129,995-81.1% | $71,457-65.6% |
| Participation rate | 76.3% | 74.1%+2.3pp | 78.5%-2.1pp | 67.9%+8.4pp |
| Annual return | 15.28% | 20.60%-5.3pp | -137.18%+152.5pp | 28.85%-13.6pp |
| Employer contribution / active EE | $2,044 | $2,622-22.0% | $4,320-52.7% | $2,588-21.0% |
| Participant deferral / active EE | $3,183 | $4,432-28.2% | $5,820-45.3% | $4,289-25.8% |
| Admin fee / account holder | $207 | $1,729-88.1% | $10,614-98.1% | $1,587-87.0% |