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 |
|---|---|---|
TFS ADVISORY SERVICES2+ years Service code 27 · EIN 22-2825878 | Advisory (Plan) | $17,368 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,456 |
Service code 10 501 PARK DRIVE S. · GREAT FALLS, MT 59403 | Accounting | $7,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,433 | $56,277-1.5% | $80,975-31.5% | $62,891-11.9% |
| Participation rate | 66.3% | 69.0%-2.7pp | 75.8%-9.5pp | 69.3%-3.0pp |
| Annual return | 7.25% | 22.12%-14.9pp | 17.10%-9.9pp | 20.14%-12.9pp |
| Employer contribution / active EE | $2,345 | $1,943+20.7% | $3,714-36.9% | $2,281+2.8% |
| Participant deferral / active EE | $4,294 | $4,195+2.3% | $5,696-24.6% | $3,203+34.1% |
| Admin fee / account holder | $353 | $3,741-90.6% | $5,516-93.6% | $4,296-91.8% |