See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
B RILEY WEALTH MANAGEMENT INC1+ years Filed as: E.K RILEY INVESTMENTS Service code 26 217 E. MAIN STREET · GRANGEVILLE, ID 83530 | Advisory (Participants) | $121,134 |
RANDALL & HURLEY, INC.1+ years Filed as: RANDALL AND HURLEY Service code 17 · EIN 91-1661080 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Pension Consulting | $116,252 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities Custodian | $28,195 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 | Shareholder Servicing | $0 |
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 | $56,080 | $105,190-46.7% | $98,907-43.3% | $90,288-37.9% |
| Participation rate | 96.8% | 86.4%+10.4pp | 76.0%+20.7pp | 73.4%+23.4pp |
| Annual return | 17.51% | 18.52%-1.0pp | 196.43%-178.9pp | 53.97%-36.5pp |
| Employer contribution / active EE | $2,997 | $3,831-21.8% | $2,689+11.5% | $2,524+18.7% |
| Participant deferral / active EE | $4,217 | $5,616-24.9% | $4,244-0.7% | $4,232-0.4% |
| Admin fee / account holder | $198 | $97+103.9% | $6,642-97.0% | $114+74.0% |