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 LLC5 years Service code 27 1141 N EDISON ST STE A · KENNEWICK, WA 99336 | Advisory (Plan) | $100,754 |
RANDALL & HURLEY, INC.3 years Service code 15 · EIN 91-1661080 | Recordkeeping | $34,304 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $23,655 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,295 | $106,236-32.9% | $112,228-36.5% | $64,808+10.0% |
| Participation rate | 98.9% | 71.7%+27.3pp | 75.1%+23.9pp | 71.5%+27.5pp |
| Annual return | -16.26% | -6.02%-10.2pp | 27.45%-43.7pp | 32.82%-49.1pp |
| Employer contribution / active EE | $3,822 | $3,166+20.7% | $3,635+5.2% | $2,506+52.5% |
| Participant deferral / active EE | $7,198 | $3,785+90.2% | $4,728+52.2% | $4,310+67.0% |
| Admin fee / account holder | $217 | $452-51.9% | $6,410-96.6% | $188+15.6% |