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 |
|---|---|---|
RANDALL & HURLEY, INC.1 year Filed as: RANDALL & HURLEY Service code 15 · EIN 91-1661080 1328 N. WHITMAN LANE · LIBERTY LAKE, WA 99019 | Recordkeeping | $9,935 |
RBC WEALTH MANAGEMENT1 year Service code 26 1918 - 8TH AVENUE, SUITE 3600 · SEATTLE, WA 981011214 | Advisory (Participants) | $7,660 |
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 | $34,059 | $52,953-35.7% | $172,739-80.3% | $65,185-47.7% |
| Participation rate | 96.4% | 66.2%+30.2pp | 82.6%+13.8pp | 70.2%+26.2pp |
| Annual return | 23.76% | 30.12%-6.4pp | 802.84%-779.1pp | 29.38%-5.6pp |
| Employer contribution / active EE | $2,236 | $2,190+2.1% | $5,143-56.5% | $2,177+2.7% |
| Participant deferral / active EE | $4,203 | $2,471+70.1% | $5,198-19.1% | $3,514+19.6% |
| Admin fee / account holder | $90 | $472-81.0% | $13,954-99.4% | $847-89.4% |