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 8-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 ST · BILLINGS, MT 59101 | Other Fees | $13,632 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,188 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $80,670 | $78,672+2.5% | $109,143-26.1% | $85,850-6.0% |
| Participation rate | 41.9% | 68.3%-26.3pp | 75.9%-33.9pp | 69.3%-27.4pp |
| Annual return | 12.38% | 25.09%-12.7pp | 25.75%-13.4pp | 318.53%-306.1pp |
| Employer contribution / active EE | $196 | $2,735-92.8% | $3,722-94.7% | $2,565-92.4% |
| Participant deferral / active EE | $1,665 | $3,467-52.0% | $4,653-64.2% | $3,952-57.9% |
| Admin fee / account holder | $429 | $5,469-92.2% | $6,752-93.6% | $6,260-93.1% |