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 GROUP7 years Filed as: CORNERSTONE WEALTH STRATEGIES Service code 26 8905 W GAGE BLVD, SUITE 110 · KENNEWICK, WA 99336 | Advisory (Participants) | $27,863 |
RANDALL & HURLEY, INC.7 years Filed as: RANDALL AND HURLEY, INC. Service code 15 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Recordkeeping | $15,120 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 27-1228437 | Securities Custodian | $4,425 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,936 | $148,534-59.6% | $135,903-55.9% | $139,434-57.0% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 22.19% | 79.19%-57.0pp | 68.23%-46.0pp | 372.94%-350.8pp |
| Employer contribution / active EE | $38,366 | $5,243+631.8% | $4,856+690.1% | $4,751+707.6% |
| Participant deferral / active EE | $85,713 | $8,100+958.2% | $7,758+1004.9% | $6,710+1177.4% |
| Admin fee / account holder | $524 | $12,400-95.8% | $10,762-95.1% | $11,403-95.4% |