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 AND HURLEY, INC. Service code 13 · EIN 91-1661080 1328 N. WHITMAN LN · LIBERTY LAKE, WA 99019 | Contract Administrator | $19,179 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH COMMISIONS ACCTG · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $18,210 |
LEE CPA AUDIT GROUP2 years Service code 10 5056 SUNRISE BLVD STE B1 · FAIR OAKS, CA 95628 | Accounting | $8,300 |
EGPS1 year Service code 13 7734 EXCELSIOR ROAD, SUITE 102 · BAXTER, MN 56425 | Contract Administrator | $6,067 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,587 | $62,127-29.8% | $81,382-46.4% | $74,495-41.5% |
| Participation rate | 0.0% | 64.0%-64.0pp | 69.5%-69.5pp | 67.2%-67.2pp |
| Annual return | 11.28% | 16.48%-5.2pp | 24.73%-13.5pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $512 | $1,882-72.8% | $2,463-79.2% | $2,623-80.5% |
| Participant deferral / active EE | $3,218 | $3,229-0.3% | $3,883-17.1% | $4,346-25.9% |
| Admin fee / account holder | $104 | $1,934-94.6% | $5,768-98.2% | $1,942-94.6% |