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 GROUP5 years Filed as: CORNERSTONE WEALTH STRATEGIES Service code 26 8905 W GAGE BLVD, SUITE 110 · KENNEWICK, WA 99336 | Advisory (Participants) | $38,901 |
RANDALL & HURLEY, INC.5 years Filed as: RANDALL AND HURLEY, INC. Service code 15 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Recordkeeping | $10,354 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,793 | $105,181-27.9% | $159,436-52.5% | $85,850-11.7% |
| Participation rate | 79.5% | 75.8%+3.7pp | 82.8%-3.3pp | 69.3%+10.2pp |
| Annual return | 14.63% | 45.07%-30.4pp | 263.57%-248.9pp | 318.53%-303.9pp |
| Employer contribution / active EE | $2,950 | $3,318-11.1% | $4,829-38.9% | $2,565+15.0% |
| Participant deferral / active EE | $6,219 | $5,945+4.6% | $7,352-15.4% | $3,952+57.4% |
| Admin fee / account holder | $506 | $6,933-92.7% | $10,799-95.3% | $6,260-91.9% |