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 LLC5 years Filed as: HFG TRUST Service code 26 · EIN 47-5621000 8131 W. GRANDRIDGE BLVD., SUITE 201 · KENNEWICK, WA 99336 | Advisory (Participants) | $37,953 |
RANDALL & HURLEY, INC.5 years Service code 13 · EIN 91-1661080 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Contract Administrator | $24,302 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Securities Custodian | $5,462 |
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 | $77,287 | $44,984+71.8% | $85,009-9.1% | $74,546+3.7% |
| Participation rate | 100.0% | 49.4%+50.6pp | 67.5%+32.5pp | 67.2%+32.8pp |
| Annual return | 11.60% | 26.25%-14.7pp | 66.47%-54.9pp | 1366.03%-1354.4pp |
| Employer contribution / active EE | $3,777 | $1,458+159.0% | $2,728+38.4% | $2,624+43.9% |
| Participant deferral / active EE | $5,297 | $2,733+93.8% | $4,522+17.1% | $4,347+21.8% |
| Admin fee / account holder | $458 | $2,208-79.3% | $6,153-92.6% | $1,944-76.5% |