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) | $62,492 |
RANDALL & HURLEY, INC.5 years Filed as: RANDALL & HURLEY Service code 15 · EIN 91-1661080 1328 N WITMAN LN · LIBERTY LAKE, WA 99019 | Recordkeeping | $13,375 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARES SCHWAB BANK Service code 19 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 941051965 | Securities Custodian | $8,058 |
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 | $171,629 | $105,181+63.2% | $159,436+7.6% | $85,850+99.9% |
| Participation rate | 98.9% | 75.8%+23.2pp | 82.8%+16.1pp | 69.3%+29.6pp |
| Annual return | 17.40% | 45.07%-27.7pp | 263.57%-246.2pp | 318.53%-301.1pp |
| Employer contribution / active EE | $1,706 | $3,318-48.6% | $4,829-64.7% | $2,565-33.5% |
| Participant deferral / active EE | $11,534 | $5,945+94.0% | $7,352+56.9% | $3,952+191.9% |
| Admin fee / account holder | $594 | $6,933-91.4% | $10,799-94.5% | $6,260-90.5% |