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 & CO1 year Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $6,795 |
RANDALL & HURLEY, INC.1 year Filed as: RANDALL & HURLEY INC Service code 13 1328 N WHITMAN LANE · LIBERTY LAKE, WA 990197594 | Contract Administrator | $5,905 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,555 | $61,156-50.0% | $185,823-83.6% | $79,386-61.5% |
| Participation rate | 68.8% | 66.6%+2.1pp | 81.7%-13.0pp | 70.7%-2.0pp |
| Annual return | 27.67% | 19.45%+8.2pp | 122.05%-94.4pp | 116.85%-89.2pp |
| Employer contribution / active EE | $1,170 | $2,321-49.6% | $5,167-77.4% | $2,427-51.8% |
| Participant deferral / active EE | $1,801 | $2,789-35.4% | $5,568-67.7% | $4,046-55.5% |
| Admin fee / account holder | $64 | $710-91.1% | $16,237-99.6% | $626-89.9% |