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 INC1 year Service code 13 900 N MONTANA AVE, STE A1 · HELENA, MT 59601 | Contract Administrator | $16,408 |
Service code 27 3409 TRANSTECH WAY, STE A · BILLINGS, MT 59102 | Advisory (Plan) | $11,777 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,574 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,493 | $58,208-51.1% | $81,812-65.2% | $80,856-64.8% |
| Participation rate | 62.8% | 63.4%-0.6pp | 72.3%-9.5pp | 67.6%-4.8pp |
| Annual return | 11.35% | 41.66%-30.3pp | 773.79%-762.4pp | 35.59%-24.2pp |
| Employer contribution / active EE | $571 | $2,340-75.6% | $2,912-80.4% | $2,755-79.3% |
| Participant deferral / active EE | $964 | $3,281-70.6% | $4,319-77.7% | $4,296-77.6% |
| Admin fee / account holder | $347 | $4,981-93.0% | $7,386-95.3% | $6,918-95.0% |