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 |
|---|---|---|
RANDALL & HURLEY, INC.3+ years Service code 13 · EIN 91-1661080 1328 N. WHITMAN LN · LIBERTY LAKE, WA 99019 | Contract Administrator | $4,200 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MGT Service code 64 · EIN 95-6817943 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,224 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,219 | $55,453-13.0% | $170,442-71.7% | $62,292-22.6% |
| Participation rate | 45.4% | 66.4%-21.0pp | 83.6%-38.2pp | 69.5%-24.1pp |
| Annual return | 18.42% | 21.38%-3.0pp | 205.93%-187.5pp | 28.90%-10.5pp |
| Employer contribution / active EE | $611 | $2,164-71.8% | $5,433-88.8% | $2,042-70.1% |
| Participant deferral / active EE | $1,760 | $2,303-23.6% | $4,939-64.4% | $3,169-44.5% |
| Admin fee / account holder | $18 | $455-96.1% | $13,880-99.9% | $479-96.3% |