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 |
|---|---|---|
RBC WEALTH MANAGEMENT7 years Service code 26 1918 - 8TH AVENUE, SUITE 3600 · SEATTLE, WA 981011214 | Advisory (Participants) | $37,969 |
RANDALL & HURLEY, INC.7 years Filed as: RANDALL & HURLEY Service code 15 · EIN 91-1661080 1328 N. WHITMAN LANE · LIBERTY LAKE, WA 99019 | Recordkeeping | $5,694 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,257 | $49,915+34.7% | $154,803-56.6% | $74,304-9.5% |
| Participation rate | 96.0% | 54.0%+42.0pp | 78.1%+17.9pp | 60.3%+35.7pp |
| Annual return | 17.52% | 34.06%-16.5pp | 58.88%-41.4pp | 29.43%-11.9pp |
| Employer contribution / active EE | $1,597 | $1,611-0.9% | $4,305-62.9% | $2,241-28.7% |
| Participant deferral / active EE | $7,266 | $2,255+222.3% | $5,540+31.1% | $3,767+92.9% |
| Admin fee / account holder | $155 | $2,189-92.9% | $14,329-98.9% | $2,969-94.8% |