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 | $6,301 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,868 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,926 | $80,753-30.7% | $136,294-59.0% | $62,292-10.2% |
| Participation rate | 94.0% | 73.5%+20.5pp | 81.9%+12.1pp | 69.5%+24.5pp |
| Annual return | 14.00% | 35.83%-21.8pp | 5155.94%-5141.9pp | 28.90%-14.9pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,434 | $5,164-52.9% | $6,247-61.0% | $3,169-23.2% |
| Admin fee / account holder | $278 | $525-47.2% | $9,243-97.0% | $479-42.1% |