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 | $18,208 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,368 |
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 | $58,930 | $67,703-13.0% | $127,761-53.9% | $65,185-9.6% |
| Participation rate | 86.1% | 74.5%+11.7pp | 79.0%+7.1pp | 70.2%+15.9pp |
| Annual return | 19.94% | 24.36%-4.4pp | 26.14%-6.2pp | 29.38%-9.4pp |
| Employer contribution / active EE | $2,262 | $3,724-39.2% | $4,574-50.5% | $2,177+3.9% |
| Participant deferral / active EE | $5,417 | $4,787+13.2% | $6,021-10.0% | $3,514+54.2% |
| Admin fee / account holder | $263 | $618-57.5% | $9,395-97.2% | $847-69.0% |