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 7-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 |
|---|---|---|
Filed as: RICHARDS MERRILL & PETERSON Service code 27 ONE SKYWALK, 422 W. RIVERSIDE · SPOKANE, WA 99201 | Advisory (Plan) | $37,514 |
COLSTREAM WEALTH MGMT1 year Service code 26 · EIN 93-1052371 ONE- 100TH AVE NE, · BELLEVUE, WA 98004 | Advisory (Participants) | $15,190 |
RANDALL & HURLEY, INC.3 years Filed as: RANDALL & HURLEY Service code 13 1328 N. WHITMAN LANE · LIBERTY LAKE, WA 99019 | Contract Administrator | $1,575 |
Filed as: CHARLES SCHWAB Service code 71 · EIN 91-1737782 2360 CORPORTATE CIRCLE · HENDERSON, NV 89074 | Brokerage Fees | $162 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,284 | $84,487+12.8% | $125,339-24.0% | $66,914+42.4% |
| Participation rate | 94.6% | 76.4%+18.1pp | 82.4%+12.2pp | 69.8%+24.8pp |
| Annual return | -17.58% | -8.39%-9.2pp | 572.05%-589.6pp | 1.58%-19.2pp |
| Employer contribution / active EE | $6,273 | $3,553+76.6% | $4,814+30.3% | $2,544+146.6% |
| Participant deferral / active EE | $10,689 | $6,781+57.6% | $7,446+43.5% | $4,237+152.3% |
| Admin fee / account holder | $283 | $685-58.7% | $10,010-97.2% | $593-52.4% |