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 |
|---|---|---|
DA DAVIDSON & CO7 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $26,671 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,671 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,180 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,414 | $79,124-61.6% | $60,874-50.0% | $64,808-53.1% |
| Participation rate | 74.1% | 77.7%-3.6pp | 73.1%+1.0pp | 71.5%+2.7pp |
| Annual return | -17.68% | -7.13%-10.6pp | 16.90%-34.6pp | 32.82%-50.5pp |
| Employer contribution / active EE | $1,249 | $3,050-59.0% | $2,701-53.8% | $2,506-50.1% |
| Participant deferral / active EE | $2,505 | $3,725-32.7% | $3,817-34.4% | $4,310-41.9% |
| Admin fee / account holder | $107 | $106+1.1% | $3,224-96.7% | $188-43.1% |