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 |
|---|---|---|
CORNERSTONE WEALTH GROUP2 years Filed as: CORNERSTONE WEALTH STRATEGIES Service code 26 8905 W GAGE BLVD, SUITE 110 · KENNEWICK, WA 99336 | Advisory (Participants) | $39,793 |
RANDALL & HURLEY, INC.2 years Filed as: RANDALL AND HURLEY, INC. Service code 15 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Recordkeeping | $14,164 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE Service code 27 · EIN 20-0937408 | Advisory (Plan) | $5,929 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $68,132 | $77,813-12.4% | $123,544-44.9% | $64,186+6.1% |
| Participation rate | 84.8% | 74.7%+10.1pp | 82.3%+2.5pp | 69.6%+15.2pp |
| Annual return | -6.02% | 12.48%-18.5pp | 119.20%-125.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,674 | $3,014+21.9% | $4,628-20.6% | $2,381+54.3% |
| Participant deferral / active EE | $8,563 | $5,240+63.4% | $6,426+33.3% | $3,470+146.8% |
| Admin fee / account holder | $497 | $5,519-91.0% | $9,284-94.6% | $4,888-89.8% |