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 & BETTS4 years Filed as: FARMER & BETTS, INC. Service code 10 · EIN 94-3322438 6010 20TH STREET E, SUITE 1 · FIFE, WA 98424 | Accounting | $1,500 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $660 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,062 | $59,263+31.7% | $96,562-19.2% | $79,386-1.7% |
| Participation rate | 66.7% | 61.9%+4.8pp | 69.8%-3.1pp | 70.7%-4.0pp |
| Annual return | 13.24% | 27.07%-13.8pp | 37.78%-24.5pp | 116.85%-103.6pp |
| Employer contribution / active EE | $1,812 | $1,216+49.0% | $2,356-23.1% | $2,427-25.4% |
| Participant deferral / active EE | $2,999 | $2,948+1.7% | $3,849-22.1% | $4,046-25.9% |
| Admin fee / account holder | $195 | $658-70.4% | $6,181-96.8% | $626-68.9% |