See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
HFG TRUST LLC6 years Service code 27 1141 N EDISON ST STE A · KENNEWICK, WA 99336 | Advisory (Plan) | $105,435 |
RANDALL & HURLEY, INC.4 years Service code 15 · EIN 91-1661080 | Recordkeeping | $54,107 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $24,298 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,308 | $92,971-14.7% | $96,683-18.0% | $74,419+6.6% |
| Participation rate | 97.7% | 71.5%+26.2pp | 74.3%+23.4pp | 70.7%+27.0pp |
| Annual return | 18.06% | 37.49%-19.4pp | 35.69%-17.6pp | 34.38%-16.3pp |
| Employer contribution / active EE | $3,891 | $3,426+13.6% | $3,737+4.1% | $2,637+47.5% |
| Participant deferral / active EE | $7,026 | $3,970+77.0% | $4,878+44.0% | $4,528+55.2% |
| Admin fee / account holder | $234 | $633-63.0% | $6,730-96.5% | $348-32.7% |