See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RANDALL & HURLEY, INC.7 years Service code 15 · EIN 91-1661080 1328 N. WHITMAN LANE · LIBERTY LAKE, WA 99019 | Recordkeeping | $32,288 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. Service code 18 · EIN 94-1737782 211 MAIN STREET · SAN FRANCISCO, WA 94105 | Custodial (other than securities); Su... | $6,430 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,771 | $101,317-40.0% | $146,958-58.6% | $74,495-18.4% |
| Participation rate | 98.5% | 75.5%+23.0pp | 82.2%+16.4pp | 67.2%+31.3pp |
| Annual return | 16.66% | 8730.91%-8714.2pp | 418.34%-401.7pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $3,680 | $3,810-3.4% | $4,933-25.4% | $2,623+40.3% |
| Participant deferral / active EE | $6,873 | $7,303-5.9% | $8,070-14.8% | $4,346+58.2% |
| Admin fee / account holder | $150 | $1,739-91.4% | $12,998-98.8% | $1,942-92.3% |