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 27 PO BOX 30918 · BILLINGS, MT 59116 | Advisory (Plan) | $22,137 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,734 | $102,317-77.8% | $146,958-84.5% | $80,856-71.9% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.2%+3.1pp | 67.6%+17.6pp |
| Annual return | 17.03% | 134.76%-117.7pp | 418.34%-401.3pp | 35.59%-18.6pp |
| Employer contribution / active EE | $586 | $3,713-84.2% | $4,933-88.1% | $2,755-78.7% |
| Participant deferral / active EE | $3,894 | $6,644-41.4% | $8,070-51.7% | $4,296-9.3% |
| Admin fee / account holder | $145 | $7,941-98.2% | $12,998-98.9% | $6,918-97.9% |