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 GROUP4 years Filed as: CORNERSTONE WEALTH STRATEGIES Service code 26 8905 W GAGE BLVD, SUITE 110 · KENNEWICK, WA 99336 | Advisory (Participants) | $33,099 |
RANDALL & HURLEY, INC.4 years Filed as: RANDALL AND HURLEY, INC. Service code 15 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Recordkeeping | $15,209 |
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 | $78,150 | $98,750-20.9% | $149,696-47.8% | $79,858-2.1% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.5%+5.5pp | 69.6%+18.4pp |
| Annual return | 13.92% | 27.43%-13.5pp | 276.60%-262.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $2,960 | $3,216-8.0% | $4,644-36.3% | $2,471+19.8% |
| Participant deferral / active EE | $6,443 | $5,680+13.4% | $6,842-5.8% | $3,740+72.3% |
| Admin fee / account holder | $532 | $6,053-91.2% | $9,309-94.3% | $5,306-90.0% |