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 GROUP3 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.3 years Filed as: RANDALL AND HURLEY, INC. Service code 15 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Recordkeeping | $10,100 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE Service code 27 · EIN 20-0937408 | Advisory (Plan) | $6,277 |
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 | $70,559 | $89,355-21.0% | $141,162-50.0% | $72,985-3.3% |
| Participation rate | 83.1% | 75.1%+8.0pp | 82.5%+0.6pp | 69.5%+13.6pp |
| Annual return | 22.53% | 111.85%-89.3pp | 71.39%-48.9pp | 81.00%-58.5pp |
| Employer contribution / active EE | $3,392 | $3,114+8.9% | $4,735-28.4% | $2,440+39.0% |
| Participant deferral / active EE | $7,411 | $5,418+36.8% | $6,709+10.5% | $3,607+105.4% |
| Admin fee / account holder | $574 | $5,958-90.4% | $10,261-94.4% | $5,124-88.8% |