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 LLC7 years Service code 26 · EIN 47-5621000 1141 N EDISON ST · KENNEWICK, WA 993361434 | Advisory (Participants) | $19,777 |
RANDALL & HURLEY, INC.8 years Service code 15 · EIN 91-1661080 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Recordkeeping | $15,539 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 27-1228437 | Securities Custodian | $7,790 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,407 | $54,701-15.2% | $86,188-46.2% | $71,457-35.1% |
| Participation rate | 98.0% | 60.1%+37.8pp | 69.0%+29.0pp | 67.9%+30.0pp |
| Annual return | 17.84% | 20.06%-2.2pp | 1168.45%-1150.6pp | 28.85%-11.0pp |
| Employer contribution / active EE | $2,328 | $1,265+84.0% | $2,380-2.2% | $2,588-10.0% |
| Participant deferral / active EE | $4,863 | $3,108+56.5% | $3,985+22.0% | $4,289+13.4% |
| Admin fee / account holder | $119 | $1,922-93.8% | $6,852-98.3% | $1,587-92.5% |