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 MANAGEMENT3 years Filed as: NORTHERN CAPITAL RETIREMENT Service code 26 · EIN 45-5514538 2700 SOUTHEAST BLVD · SPOKANE, WA 99223 | Advisory (Participants) | $71,115 |
RANDALL & HURLEY, INC.8 years Filed as: RANDALL & HURLEY Service code 15 · EIN 91-1661080 1328 N WHITMAN LN · LIBERTY LAKE, WA 99019 | Recordkeeping | $18,962 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 211 MAIN STREET · SAN FRANCISCO, CA 941051965 | Securities Custodian | $6,543 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $170,521 | $101,317+68.3% | $146,958+16.0% | $74,495+128.9% |
| Participation rate | 98.3% | 75.5%+22.8pp | 82.2%+16.2pp | 67.2%+31.1pp |
| Annual return | 17.21% | 8730.91%-8713.7pp | 418.34%-401.1pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $3,810 | $3,8100% | $4,933-22.8% | $2,623+45.2% |
| Participant deferral / active EE | $11,328 | $7,303+55.1% | $8,070+40.4% | $4,346+160.7% |
| Admin fee / account holder | $555 | $1,739-68.1% | $12,998-95.7% | $1,942-71.4% |