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: NORTHERN CAPITAL RETIREMENT Service code 26 · EIN 45-5514538 2700 SOUTHEAST BLVD · SPOKANE, WA 99223 | Advisory (Participants) | $56,363 |
RANDALL & HURLEY, INC.6 years Filed as: RANDALL & HURLEY Service code 15 · EIN 91-1661080 1328 N WHITMAN LN · LIBERTY LAKE, WA 99019 | Recordkeeping | $20,498 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 211 MAIN STREET · SAN FRANCISCO, CA 941051965 | Securities Custodian | $5,498 |
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 | $135,477 | $84,487+60.4% | $125,339+8.1% | $66,914+102.5% |
| Participation rate | 97.2% | 76.4%+20.8pp | 82.4%+14.9pp | 69.8%+27.4pp |
| Annual return | -10.98% | -8.39%-2.6pp | 572.05%-583.0pp | 1.58%-12.6pp |
| Employer contribution / active EE | $3,111 | $3,553-12.4% | $4,814-35.4% | $2,544+22.3% |
| Participant deferral / active EE | $9,715 | $6,781+43.3% | $7,446+30.5% | $4,237+129.3% |
| Admin fee / account holder | $528 | $685-22.9% | $10,010-94.7% | $593-11.0% |