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 | $44,960+71.9% | $84,966-9.0% | $74,495+3.7% |
| Participation rate | 100.0% | 49.4%+50.6pp | 67.5%+32.5pp | 67.2%+32.8pp |
| Annual return | 11.60% | 26.24%-14.6pp | 66.38%-54.8pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $3,777 | $1,457+159.2% | $2,727+38.5% | $2,623+44.0% |
| Participant deferral / active EE | $5,297 | $2,731+94.0% | $4,519+17.2% | $4,346+21.9% |
| Admin fee / account holder | $458 | $2,209-79.3% | $6,149-92.6% | $1,942-76.4% |