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 Filed as: FARMER & BETTS, INC. Service code 13 6010 20TH STREET EAST, SUITE 1 · TACOMA, WA 98424 | Contract Administrator | $16,989 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,770 |
FARMER & BETTS3 years Service code 13 | Contract Administrator | $3,493 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,804 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,103 | $88,083-54.5% | $164,813-75.7% | $74,495-46.2% |
| Participation rate | 79.5% | 73.0%+6.5pp | 78.6%+0.9pp | 67.2%+12.3pp |
| Annual return | 13.29% | 17.26%-4.0pp | 69.93%-56.6pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,807 | $2,593-30.3% | $4,341-58.4% | $2,623-31.1% |
| Participant deferral / active EE | $2,702 | $4,498-39.9% | $6,031-55.2% | $4,346-37.8% |
| Admin fee / account holder | $352 | $2,234-84.3% | $12,690-97.2% | $1,942-81.9% |