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 ST · BILLINGS, MT 59101 | Other Fees | $17,864 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $189 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,132 | $60,396-13.7% | $111,392-53.2% | $56,287-7.4% |
| Participation rate | 82.4% | 72.4%+9.9pp | 78.9%+3.5pp | 69.9%+12.5pp |
| Annual return | -7.32% | 20.26%-27.6pp | -2.06%-5.3pp | -9.96%+2.6pp |
| Employer contribution / active EE | $1,960 | $3,459-43.3% | $4,328-54.7% | $2,111-7.1% |
| Participant deferral / active EE | $4,790 | $4,421+8.3% | $5,567-14.0% | $3,350+43.0% |
| Admin fee / account holder | $164 | $610-73.1% | $12,266-98.7% | $521-68.5% |