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 |
|---|---|---|
Service code 99 401 NORTH 31ST STREET · BILLINGS, MT 59101 | Other Fees | $50,085 |
Filed as: EMPOWER ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,795 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS, INC. Service code 13 · EIN 82-3719843 200 DRYDEN ROAD · DRESHER, PA 19025 | Contract Administrator | $12,554 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,535 |
KETEL THORSTENSON, LLP1 year Service code 10 P.O. BOX 3140 · RAPID CITY, SD 57709 | Accounting | $8,098 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,280 | $65,061+100.2% | $143,757-9.4% | $66,914+94.7% |
| Participation rate | 94.7% | 65.2%+29.5pp | 80.3%+14.4pp | 69.8%+24.9pp |
| Annual return | -16.27% | -11.14%-5.1pp | -0.04%-16.2pp | 1.58%-17.8pp |
| Employer contribution / active EE | $7,016 | $2,361+197.2% | $4,951+41.7% | $2,544+175.8% |
| Participant deferral / active EE | $5,438 | $2,919+86.3% | $5,637-3.5% | $4,237+28.4% |
| Admin fee / account holder | $596 | $502+18.7% | $14,673-95.9% | $593+0.4% |