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 |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT, INC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $27,561 |
STANCORP FINANCIAL GROUP3 years Service code 50 · EIN 93-1253576 | Direct Payment | $25,931 |
RANDALL & HURLEY, INC.4 years Service code 27 · EIN 91-1661080 1328 N WHITMAN LN · LIBERTY LAKE, WA 99019 | Advisory (Plan) | $1,450 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,931 | $73,638-15.9% | $95,952-35.5% | $73,488-15.7% |
| Participation rate | 85.2% | 76.2%+9.1pp | 77.1%+8.1pp | 70.7%+14.5pp |
| Annual return | 25.51% | 16.78%+8.7pp | 91.61%-66.1pp | 28.51%-3.0pp |
| Employer contribution / active EE | $1,659 | $1,863-11.0% | $2,541-34.7% | $2,270-26.9% |
| Participant deferral / active EE | $3,682 | $3,617+1.8% | $4,167-11.6% | $3,740-1.6% |
| Admin fee / account holder | $255 | $482-47.0% | $6,795-96.2% | $513-50.2% |