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 |
|---|---|---|
BENSLER, LLC2 years Service code 26 · EIN 71-1004774 10900 NE 8TH ST. · BELLEVUE, WA 98004 | Advisory (Participants) | $96,822 |
RANDALL & HURLEY, INC.9+ years Service code 15 · EIN 91-1691540 601 W RIVERSIDE · SPOKANE, WA 99201 | Recordkeeping | $48,658 |
CHARLES SCHWAB & CO., INC.6 years Service code 19 · EIN 94-1737782 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities Custodian | $27,388 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,882 | $107,459+6.0% | $135,903-16.2% | $80,160+42.1% |
| Participation rate | 96.5% | 78.0%+18.4pp | 81.9%+14.5pp | 72.9%+23.5pp |
| Annual return | 19.43% | 91.91%-72.5pp | 68.23%-48.8pp | 40.38%-21.0pp |
| Employer contribution / active EE | $2,746 | $3,877-29.2% | $4,856-43.5% | $2,978-7.8% |
| Participant deferral / active EE | $8,687 | $8,195+6.0% | $7,758+12.0% | $5,017+73.1% |
| Admin fee / account holder | $106 | $127-16.5% | $10,762-99.0% | $145-26.8% |