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 |
|---|---|---|
RBC WEALTH MANAGEMENT4 years Service code 26 1918 - 8TH AVENUE, SUITE 3600 · SEATTLE, WA 981011214 | Advisory (Participants) | $25,304 |
RANDALL & HURLEY, INC.4 years Filed as: RANDALL & HURLEY Service code 15 · EIN 91-1661080 1328 N. WHITMAN LANE · LIBERTY LAKE, WA 99019 | Recordkeeping | $5,614 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,218 | $65,061-35.1% | $143,757-70.6% | $66,914-36.9% |
| Participation rate | 97.6% | 65.2%+32.4pp | 80.3%+17.3pp | 69.8%+27.8pp |
| Annual return | -10.28% | -11.14%+0.9pp | -0.04%-10.2pp | 1.58%-11.9pp |
| Employer contribution / active EE | $2,843 | $2,361+20.5% | $4,951-42.6% | $2,544+11.8% |
| Participant deferral / active EE | $5,742 | $2,919+96.7% | $5,637+1.9% | $4,237+35.5% |
| Admin fee / account holder | $120 | $502-76.2% | $14,673-99.2% | $593-79.8% |