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 |
|---|---|---|
NORTHERN CAPITAL MANAGEMENT2 years Filed as: NORTHERN CAPITAL RETIREMENT Service code 26 · EIN 45-5514538 2700 SOUTHEAST BLVD · SPOKANE, WA 99223 | Advisory (Participants) | $61,233 |
RANDALL & HURLEY, INC.7 years Filed as: RANDALL & HURLEY Service code 15 · EIN 91-1661080 1328 N WHITMAN LN · LIBERTY LAKE, WA 99019 | Recordkeeping | $18,696 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 211 MAIN STREET · SAN FRANCISCO, CA 941051965 | Securities Custodian | $5,806 |
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 | $145,762 | $91,407+59.5% | $135,903+7.3% | $71,457+104.0% |
| Participation rate | 97.5% | 75.7%+21.8pp | 81.9%+15.6pp | 67.9%+29.5pp |
| Annual return | 21.04% | 29.90%-8.9pp | 68.23%-47.2pp | 28.85%-7.8pp |
| Employer contribution / active EE | $3,552 | $3,703-4.1% | $4,856-26.9% | $2,588+37.3% |
| Participant deferral / active EE | $9,930 | $7,092+40.0% | $7,758+28.0% | $4,289+131.5% |
| Admin fee / account holder | $501 | $1,266-60.4% | $10,762-95.3% | $1,587-68.4% |