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 |
|---|---|---|
RANDALL & HURLEY, INC.1 year Service code 15 · EIN 91-1661080 828 GREAT NORTHERN BLVD., FLR 3 · HELENA, MT 596241193 | Recordkeeping | $8,848 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,325 | $50,958-44.4% | $74,550-62.0% | $64,186-55.9% |
| Participation rate | 88.0% | 61.1%+26.9pp | 69.1%+18.9pp | 69.6%+18.4pp |
| Annual return | -6.21% | -1.86%-4.4pp | 32.53%-38.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $560 | $1,115-49.8% | $1,961-71.5% | $2,381-76.5% |
| Participant deferral / active EE | $1,240 | $2,301-46.1% | $3,108-60.1% | $3,470-64.3% |
| Admin fee / account holder | $47 | $4,223-98.9% | $5,060-99.1% | $4,888-99.0% |