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 |
|---|---|---|
EMPLOYEE BENEFIT RESOURCES, INC.3+ years Service code 15 · EIN 45-3983343 PO BOX 1193 · HELENA, MT 596241193 | Recordkeeping | $11,241 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,179 | $54,541-50.2% | $78,778-65.5% | $70,131-61.2% |
| Participation rate | 91.5% | 60.8%+30.7pp | 69.2%+22.4pp | 69.5%+22.0pp |
| Annual return | 16.35% | 21.07%-4.7pp | 35.62%-19.3pp | 73.14%-56.8pp |
| Employer contribution / active EE | $554 | $1,089-49.1% | $1,986-72.1% | $2,342-76.4% |
| Participant deferral / active EE | $1,414 | $2,210-36.0% | $2,958-52.2% | $3,332-57.6% |
| Admin fee / account holder | $131 | $3,709-96.5% | $5,134-97.4% | $4,645-97.2% |