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 & BETTS1 year Filed as: FARMER & BETTS, INC. Service code 13 · EIN 94-3322438 6010 20TH ST E, STE 1 · TACOMA, WA 98424 | Contract Administrator | $2,196 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,278 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,150 | $48,265-54.1% | $68,791-67.8% | $68,494-67.7% |
| Participation rate | 98.8% | 60.7%+38.2pp | 69.0%+29.8pp | 67.9%+30.9pp |
| Annual return | -15.73% | -12.71%-3.0pp | -6.38%-9.4pp | -7.84%-7.9pp |
| Employer contribution / active EE | $3,221 | $1,829+76.2% | $2,655+21.3% | $2,596+24.1% |
| Participant deferral / active EE | $1,899 | $2,867-33.8% | $3,941-51.8% | $4,027-52.9% |
| Admin fee / account holder | $30 | $4,355-99.3% | $4,932-99.4% | $5,403-99.4% |