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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO2 years Service code 27 · EIN 81-0139474 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $4,072 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Filed as: JCCS PC Service code 13 · EIN 81-0348775 501 PARK DRIVE SO · GREAT FALLS, MT 594051879 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,726 | $58,879-76.7% | $178,490-92.3% | $73,488-81.3% |
| Participation rate | 48.3% | 66.2%-17.9pp | 81.9%-33.6pp | 70.7%-22.3pp |
| Annual return | 10.04% | 24.86%-14.8pp | 151.07%-141.0pp | 28.51%-18.5pp |
| Employer contribution / active EE | $98 | $2,236-95.6% | $5,011-98.0% | $2,270-95.7% |
| Participant deferral / active EE | $559 | $2,567-78.2% | $5,202-89.3% | $3,740-85.0% |
| Admin fee / account holder | $18 | $400-95.4% | $13,984-99.9% | $513-96.4% |