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 |
|---|---|---|
BIG SKY RETIREMENT INC1 year Service code 13 900 N MONTANA AVE STE A1 · HELENA, MT 59601 | Contract Administrator | $9,043 |
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 | $67,157 | $61,272+9.6% | $149,673-55.1% | $71,457-6.0% |
| Participation rate | 84.2% | 62.5%+21.7pp | 78.8%+5.5pp | 67.9%+16.3pp |
| Annual return | 0.85% | 35.85%-35.0pp | 134.42%-133.6pp | 28.85%-28.0pp |
| Employer contribution / active EE | $2,375 | $2,378-0.1% | $4,818-50.7% | $2,588-8.2% |
| Participant deferral / active EE | $3,884 | $2,917+33.2% | $5,680-31.6% | $4,289-9.4% |
| Admin fee / account holder | $47 | $1,261-96.2% | $13,210-99.6% | $1,587-97.0% |