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 10 · EIN 94-3322438 6010 20TH STREET E, SUITE 1 · FIFE, WA 98424 | Accounting | $9,587 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $736 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,020 | $49,138+20.1% | $84,015-29.8% | $65,185-9.5% |
| Participation rate | 73.5% | 60.7%+12.8pp | 69.0%+4.5pp | 70.2%+3.3pp |
| Annual return | 22.15% | 23.00%-0.8pp | 71.31%-49.2pp | 29.38%-7.2pp |
| Employer contribution / active EE | $1,435 | $914+57.1% | $1,983-27.6% | $2,177-34.1% |
| Participant deferral / active EE | $2,692 | $2,397+12.3% | $3,239-16.9% | $3,514-23.4% |
| Admin fee / account holder | $192 | $543-64.7% | $6,101-96.9% | $847-77.4% |