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 |
|---|---|---|
Service code 27 401 NORTH 31ST ST · BILLINGS, MT 59101 | Advisory (Plan) | $117,918 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $55,297 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,478 | $84,487+240.3% | $125,339+129.4% | $66,914+329.6% |
| Participation rate | 96.1% | 76.4%+19.7pp | 82.4%+13.8pp | 69.8%+26.3pp |
| Annual return | -14.99% | -8.39%-6.6pp | 572.05%-587.0pp | 1.58%-16.6pp |
| Employer contribution / active EE | $21,356 | $3,553+501.1% | $4,814+343.7% | $2,544+739.4% |
| Participant deferral / active EE | $7,777 | $6,781+14.7% | $7,446+4.4% | $4,237+83.6% |
| Admin fee / account holder | $577 | $685-15.7% | $10,010-94.2% | $593-2.7% |