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 |
|---|---|---|
RANDALL & HURLEY, INC.8+ years Service code 15 · EIN 91-1661080 601 W. RIVERSIDE, SUITE 1600 · SPOKANE, WA 99201 | Recordkeeping | $48,109 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 BROADRIDGE FINANCIAL SOLUTIONS, INC · PHOENIX, AZ 85004 | Securities Custodian | $17,051 |
Service code 26 · EIN 91-6146565 8903 W. QUINAULT AVE. ST 700 · KENNEWICK, WA 99336 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,511 | $47,126+13.5% | $149,673-64.2% | $74,419-28.1% |
| Participation rate | 98.9% | 63.4%+35.5pp | 78.8%+20.2pp | 70.7%+28.2pp |
| Annual return | 5.44% | 22.75%-17.3pp | 134.42%-129.0pp | 34.38%-28.9pp |
| Employer contribution / active EE | $4,240 | $1,905+122.5% | $4,818-12.0% | $2,637+60.7% |
| Participant deferral / active EE | $3,651 | $2,728+33.8% | $5,680-35.7% | $4,528-19.4% |
| Admin fee / account holder | $126 | $343-63.2% | $13,210-99.0% | $348-63.8% |