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.10+ years Filed as: RANDALL & HURLEY Service code 15 · EIN 91-1661080 | Recordkeeping | $21,437 |
CORNERSTONE WEALTH GROUP4 years Filed as: CORNERSTONE WEALTH STRATEGIES Service code 26 8905 W GAGE BLVD, STE 110 · KENNEWICK, WA 99336 | Advisory (Participants) | $20,803 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,980 | $58,234-33.1% | $81,783-52.3% | $80,874-51.8% |
| Participation rate | 67.0% | 63.4%+3.6pp | 72.4%-5.3pp | 67.6%-0.6pp |
| Annual return | 10.07% | 41.70%-31.6pp | 775.05%-765.0pp | 35.62%-25.5pp |
| Employer contribution / active EE | $1,813 | $2,341-22.6% | $2,913-37.8% | $2,756-34.2% |
| Participant deferral / active EE | $4,747 | $3,283+44.6% | $4,320+9.9% | $4,297+10.5% |
| Admin fee / account holder | $438 | $4,982-91.2% | $7,380-94.1% | $6,935-93.7% |