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 |
|---|---|---|
BIG SKY RETIREMENT INC3 years Filed as: BIG SKY RETIREMENT Service code 13 · EIN 82-4211528 | Contract Administrator | $13,451 |
ANDERSON ZURMUEHLEN3 years Service code 10 · EIN 81-0385940 | Accounting | $10,750 |
CETERA ADVISOR NETWORKS LLC6 years Filed as: CETERA ADVISOR NETWORKS Service code 63 200 N. PACIFIC COAST HIGHWAY · EL SEGUNDO, CA 92045 | 12b-1 Fees | $10,177 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,339 | $58,264-56.5% | $86,612-70.7% | $71,457-64.5% |
| Participation rate | 84.0% | 65.0%+19.0pp | 71.7%+12.3pp | 67.9%+16.1pp |
| Annual return | 10.16% | 21.63%-11.5pp | 591.07%-580.9pp | 28.85%-18.7pp |
| Employer contribution / active EE | $1,060 | $2,574-58.8% | $3,022-64.9% | $2,588-59.0% |
| Participant deferral / active EE | $1,299 | $3,436-62.2% | $4,438-70.7% | $4,289-69.7% |
| Admin fee / account holder | $229 | $1,057-78.3% | $5,614-95.9% | $1,587-85.6% |