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, LLP2 years Service code 10 · EIN 94-2222122 | Accounting | $14,000 |
LPL FINANCIAL2 years Filed as: LPL Service code 63 201 WASHINGTON STREET, SUITE 300 · BOSTON, MA 02108 | 12b-1 Fees | $11,277 |
BIG SKY RETIREMENT INC5 years Filed as: BIG SKY RETIREMENT Service code 13 · EIN 82-4211528 | Contract Administrator | $8,974 |
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 | $28,370 | $56,317-49.6% | $71,209-60.2% | $74,304-61.8% |
| Participation rate | 76.5% | 55.1%+21.3pp | 73.8%+2.7pp | 60.3%+16.1pp |
| Annual return | 11.46% | 42.83%-31.4pp | 282.51%-271.0pp | 29.43%-18.0pp |
| Employer contribution / active EE | $1,109 | $2,160-48.6% | $2,721-59.2% | $2,241-50.5% |
| Participant deferral / active EE | $1,132 | $2,788-59.4% | $4,175-72.9% | $3,767-69.9% |
| Admin fee / account holder | $224 | $2,290-90.2% | $5,349-95.8% | $2,969-92.5% |