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 |
|---|---|---|
KCOE ISOM, LLP1 year Service code 10 · EIN 94-2222122 | Accounting | $12,900 |
BIG SKY RETIREMENT INC4 years Filed as: BIG SKY RETIREMENT Service code 13 · EIN 82-4211528 | Contract Administrator | $9,718 |
LPL FINANCIAL1 year Filed as: LPL Service code 63 201 WASHINGTON STREET, SUITE 300 · BOSTON, MA 02108 | 12b-1 Fees | $8,897 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,752 | $60,323-54.0% | $81,812-66.1% | $74,495-62.7% |
| Participation rate | 79.2% | 62.9%+16.3pp | 72.3%+6.8pp | 67.2%+12.0pp |
| Annual return | 20.57% | 16.90%+3.7pp | 773.79%-753.2pp | 1364.94%-1344.4pp |
| Employer contribution / active EE | $1,079 | $2,620-58.8% | $2,912-63.0% | $2,623-58.9% |
| Participant deferral / active EE | $1,218 | $3,387-64.0% | $4,319-71.8% | $4,346-72.0% |
| Admin fee / account holder | $228 | $1,486-84.7% | $7,386-96.9% | $1,942-88.3% |