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 |
|---|---|---|
Filed as: FARMERS DBA NATIONAL ASSOCIATES Service code 13 22720 FAIRVIEW CENTER DRIVE · FAIRVIEW PARK, OH 44126 | Contract Administrator | $7,048 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,009 | $54,701+2.4% | $86,188-35.0% | $71,457-21.6% |
| Participation rate | 59.9% | 60.1%-0.2pp | 69.0%-9.1pp | 67.9%-8.0pp |
| Annual return | 20.05% | 20.06%0pp | 1168.45%-1148.4pp | 28.85%-8.8pp |
| Employer contribution / active EE | $1,854 | $1,265+46.6% | $2,380-22.1% | $2,588-28.3% |
| Participant deferral / active EE | $1,936 | $3,108-37.7% | $3,985-51.4% | $4,289-54.9% |
| Admin fee / account holder | $0 | $1,922-100.0% | $6,852-100.0% | $1,587-100.0% |