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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO8 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $41,521 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,704 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,813 | $122,239+31.6% | $184,203-12.7% | $74,495+115.9% |
| Participation rate | 90.0% | 85.5%+4.5pp | 86.8%+3.2pp | 67.2%+22.8pp |
| Annual return | 18.28% | 19.95%-1.7pp | 28.81%-10.5pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $3,116 | $4,537-31.3% | $6,427-51.5% | $2,623+18.8% |
| Participant deferral / active EE | $6,631 | $7,139-7.1% | $9,131-27.4% | $4,346+52.6% |
| Admin fee / account holder | $334 | $1,260-73.5% | $13,901-97.6% | $1,942-82.8% |