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) | $40,657 |
Filed as: EMPOWER Service code 64 · EIN 93-1052371 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,146 |
RANDALL & HURLEY, INC.4 years Filed as: RANDALL & HURLEY Service code 13 1328 N. WHITMAN LANE · LIBERTY LAKE, WA 99019 | Contract Administrator | $3,375 |
Filed as: RICAHRDS MERRILL & PETERSON Service code 99 ONE SKYWALK, 422 W. RIVERSIDE · SPOKANE, WA 99201 | Other Fees | $19 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,250 | $91,407+34.8% | $135,903-9.3% | $71,457+72.5% |
| Participation rate | 94.7% | 75.7%+19.1pp | 81.9%+12.8pp | 67.9%+26.8pp |
| Annual return | 23.97% | 29.90%-5.9pp | 68.23%-44.3pp | 28.85%-4.9pp |
| Employer contribution / active EE | $6,077 | $3,703+64.1% | $4,856+25.1% | $2,588+134.9% |
| Participant deferral / active EE | $11,784 | $7,092+66.2% | $7,758+51.9% | $4,289+174.8% |
| Admin fee / account holder | $452 | $1,266-64.3% | $10,762-95.8% | $1,587-71.5% |