Filed April 4, 2025
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 |
|---|---|---|
HFG TRUST LLC4 years Service code 26 · EIN 47-5621000 1141 N EDISON ST · KENNEWICK, WA 993361434 | Advisory (Participants) | $17,051 |
RANDALL & HURLEY, INC.5 years Service code 15 · EIN 91-1661080 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Recordkeeping | $13,372 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,948 | $54,573-21.3% | $90,951-52.8% | $73,488-41.6% |
| Participation rate | 99.0% | 61.2%+37.9pp | 69.0%+30.0pp | 70.7%+28.4pp |
| Annual return | 13.55% | 16.69%-3.1pp | 134.60%-121.1pp | 28.51%-15.0pp |
| Employer contribution / active EE | $2,026 | $991+104.4% | $2,122-4.5% | $2,270-10.7% |
| Participant deferral / active EE | $3,805 | $2,517+51.2% | $3,373+12.8% | $3,740+1.7% |
| Admin fee / account holder | $100 | $521-80.8% | $5,959-98.3% | $513-80.4% |