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 8-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 |
|---|---|---|
RANDALL & HURLEY, INC.2 years Filed as: RANDALL AND HURLEY, INC. Service code 13 · EIN 91-1611080 1328 N. WHITMAN LN · LIBERTY LAKE, WA 99019 | Contract Administrator | $10,988 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH COMMISIONS ACCTG · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $6,174 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,753 | $31,310-49.7% | $53,898-70.8% | $74,304-78.8% |
| Participation rate | 89.5% | 30.7%+58.8pp | 55.0%+34.5pp | 60.3%+29.2pp |
| Annual return | 14.86% | 23.16%-8.3pp | 528.60%-513.7pp | 29.43%-14.6pp |
| Employer contribution / active EE | $1,320 | $450+193.4% | $932+41.6% | $2,241-41.1% |
| Participant deferral / active EE | $2,801 | $934+199.8% | $1,826+53.3% | $3,767-25.7% |
| Admin fee / account holder | $136 | $2,175-93.7% | $2,491-94.5% | $2,969-95.4% |