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 |
|---|---|---|
Service code 21 401 NORTH 31ST ST · BILLINGS, MT 59101 | Bank Trustee | $112,185 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,907 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,046 | $100,801+23.1% | $149,696-17.1% | $73,409+69.0% |
| Participation rate | 92.8% | 77.7%+15.1pp | 82.5%+10.3pp | 72.2%+20.6pp |
| Annual return | 19.45% | 265.34%-245.9pp | 276.60%-257.2pp | 59.29%-39.8pp |
| Employer contribution / active EE | $4,223 | $3,312+27.5% | $4,644-9.1% | $2,234+89.1% |
| Participant deferral / active EE | $6,696 | $6,404+4.6% | $6,842-2.1% | $3,805+76.0% |
| Admin fee / account holder | $317 | $181+75.2% | $9,309-96.6% | $158+100.6% |