See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RANDALL & HURLEY, INC.7 years Service code 15 · EIN 91-1661080 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Recordkeeping | $7,640 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $111 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB & CO Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,212 | $95,880+11.8% | $107,525-0.3% | $85,563+25.3% |
| Participation rate | 85.8% | 70.1%+15.6pp | 75.1%+10.7pp | 66.0%+19.8pp |
| Annual return | 18.66% | 68.06%-49.4pp | 181.32%-162.7pp | 31.51%-12.8pp |
| Employer contribution / active EE | $5,917 | $3,812+55.2% | $3,754+57.6% | $2,654+123.0% |
| Participant deferral / active EE | $6,909 | $4,201+64.5% | $5,116+35.1% | $4,375+57.9% |
| Admin fee / account holder | $267 | $1,025-74.0% | $8,919-97.0% | $834-68.0% |