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.2 years Service code 15 · EIN 91-1661080 828 GREAT NORTHERN BLVD., FLR 3 · HELENA, MT 596241193 | Recordkeeping | $3,000 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,092 | $106,890-69.0% | $84,015-60.6% | $152,861-78.4% |
| Participation rate | 91.7% | 75.2%+16.4pp | 69.0%+22.7pp | 82.4%+9.2pp |
| Annual return | 21.70% | 104.99%-83.3pp | 71.31%-49.6pp | 345.32%-323.6pp |
| Employer contribution / active EE | $922 | $2,734-66.3% | $1,983-53.5% | $4,762-80.6% |
| Participant deferral / active EE | $3,885 | $4,011-3.2% | $3,239+19.9% | $5,850-33.6% |
| Admin fee / account holder | $46 | $8,285-99.4% | $6,101-99.2% | $11,596-99.6% |