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 |
|---|---|---|
BIG SKY RETIREMENT INC2 years Filed as: BIG SKY RETIREMENT Service code 13 900 N MONTANA AVE STE A1 · HELENA, MT 59601 | Contract Administrator | $11,170 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,528 | $46,292+93.4% | $143,757-37.7% | $64,808+38.1% |
| Participation rate | 83.3% | 64.2%+19.1pp | 80.3%+3.0pp | 71.5%+11.8pp |
| Annual return | -16.88% | -10.05%-6.8pp | -0.04%-16.8pp | 32.82%-49.7pp |
| Employer contribution / active EE | $2,267 | $1,910+18.7% | $4,951-54.2% | $2,506-9.5% |
| Participant deferral / active EE | $4,665 | $2,646+76.3% | $5,637-17.2% | $4,310+8.2% |
| Admin fee / account holder | $48 | $154-68.8% | $14,673-99.7% | $188-74.4% |