See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $72,317 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $65,583 |
BIG SKY RETIREMENT INC2+ years Filed as: BIG SKY RETIREMENT Service code 13 900 N MONTANA AVE STE A1 · HELENA, MT 59601 | Contract Administrator | $23,710 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,760 | $106,028-38.0% | $146,958-55.3% | $77,643-15.3% |
| Participation rate | 63.8% | 78.4%-14.6pp | 82.2%-18.4pp | 70.6%-6.8pp |
| Annual return | 12.99% | 56.73%-43.7pp | 418.34%-405.3pp | 31.24%-18.2pp |
| Employer contribution / active EE | $1,177 | $4,063-71.0% | $4,933-76.1% | $2,726-56.8% |
| Participant deferral / active EE | $3,211 | $7,990-59.8% | $8,070-60.2% | $4,647-30.9% |
| Admin fee / account holder | $193 | $337-42.7% | $12,998-98.5% | $430-55.1% |