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 LLC5 years Service code 26 · EIN 47-5621000 1141 N EDISON ST · KENNEWICK, WA 993361434 | Advisory (Participants) | $20,331 |
RANDALL & HURLEY, INC.6 years Service code 15 · EIN 91-1661080 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Recordkeeping | $16,162 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,076 | $59,263-15.5% | $96,562-48.1% | $79,386-36.9% |
| Participation rate | 99.4% | 61.9%+37.5pp | 69.8%+29.6pp | 70.7%+28.7pp |
| Annual return | 17.28% | 27.07%-9.8pp | 37.78%-20.5pp | 116.85%-99.6pp |
| Employer contribution / active EE | $2,599 | $1,216+113.8% | $2,356+10.3% | $2,427+7.1% |
| Participant deferral / active EE | $5,349 | $2,948+81.4% | $3,849+39.0% | $4,046+32.2% |
| Admin fee / account holder | $137 | $658-79.2% | $6,181-97.8% | $626-78.1% |