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 |
|---|---|---|
Service code 26 · EIN 91-6146565 8903 W. QUINAULT AVE. ST 700 · KENNEWICK, WA 99336 | Advisory (Participants) | $59,569 |
RANDALL & HURLEY, INC.6+ years Service code 15 · EIN 91-1661080 601 W. RIVERSIDE, SUITE 1600 · SPOKANE, WA 99201 | Recordkeeping | $56,694 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 BROADRIDGE FINANCIAL SOLUTIONS, INC · PHOENIX, AZ 85004 | Securities Custodian | $14,180 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,970 | $56,485+0.9% | $185,823-69.3% | $86,799-34.4% |
| Participation rate | 95.8% | 65.5%+30.4pp | 81.7%+14.1pp | 72.3%+23.6pp |
| Annual return | 18.61% | 118.04%-99.4pp | 122.05%-103.4pp | 97.91%-79.3pp |
| Employer contribution / active EE | $3,639 | $1,843+97.5% | $5,167-29.6% | $2,405+51.3% |
| Participant deferral / active EE | $3,293 | $2,553+29.0% | $5,568-40.8% | $4,131-20.3% |
| Admin fee / account holder | $234 | $150+56.6% | $16,237-98.6% | $170+38.1% |