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 |
|---|---|---|
Filed as: CAPITAL RETIREMENT SERVIES Service code 26 · EIN 45-5514538 2700 SOUTHEAST BLVD · SPOKANE, WA 99223 | Advisory (Participants) | $50,287 |
RANDALL & HURLEY, INC.4 years Filed as: RANDALL & HURLEY Service code 15 · EIN 91-1661080 1328 N WITMAN LN · LIBERTY LAKE, WA 99019 | Recordkeeping | $9,337 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARES SCHWAB BANK Service code 19 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 941051965 | Securities Custodian | $6,959 |
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 | $146,096 | $99,957+46.2% | $149,696-2.4% | $73,488+98.8% |
| Participation rate | 92.9% | 75.7%+17.2pp | 82.5%+10.4pp | 70.7%+22.2pp |
| Annual return | 21.70% | 53.87%-32.2pp | 276.60%-254.9pp | 28.51%-6.8pp |
| Employer contribution / active EE | $1,319 | $3,191-58.7% | $4,644-71.6% | $2,270-41.9% |
| Participant deferral / active EE | $8,560 | $6,073+41.0% | $6,842+25.1% | $3,740+128.9% |
| Admin fee / account holder | $472 | $551-14.2% | $9,309-94.9% | $513-8.0% |