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 |
|---|---|---|
HFG TRUST LLC3 years Service code 27 1141 N EDISON ST STE A · KENNEWICK, WA 99336 | Advisory (Plan) | $76,150 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $9,195 |
RANDALL & HURLEY, INC.1 year Service code 15 · EIN 91-1661080 | Recordkeeping | $5,216 |
AMERICAN FUNDS6+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,581 |
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 | $62,401 | $91,517-31.8% | $101,248-38.4% | $73,409-15.0% |
| Participation rate | 99.5% | 73.8%+25.7pp | 75.8%+23.7pp | 72.2%+27.4pp |
| Annual return | 17.94% | 17.17%+0.8pp | 46.47%-28.5pp | 59.29%-41.4pp |
| Employer contribution / active EE | $4,062 | $2,877+41.2% | $3,660+11.0% | $2,234+81.9% |
| Participant deferral / active EE | $6,450 | $3,338+93.2% | $4,370+47.6% | $3,805+69.5% |
| Admin fee / account holder | $116 | $216-46.2% | $5,945-98.0% | $158-26.4% |