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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIED INVESTMENT ADVISORS, LLC Service code 27 3409 TRANSTECH WAY STE A · BILLINGS, MT 59102 | Advisory (Plan) | $17,983 |
DA DAVIDSON & CO7 years Filed as: DA DAVIDSON Service code 27 8 THIRD ST. NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $16,409 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 27 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Advisory (Plan) | $9,401 |
RANDALL & HURLEY, INC.5 years Service code 13 · EIN 91-1661080 1328 N WHITMAN LANE · LIBERTY LAKE, WA 990197594 | Contract Administrator | $800 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $168,405 | $130,194+29.3% | $169,993-0.9% | $71,457+135.7% |
| Participation rate | 86.4% | 86.1%+0.3pp | 87.0%-0.6pp | 67.9%+18.5pp |
| Annual return | 10.99% | 20.37%-9.4pp | 53.37%-42.4pp | 28.85%-17.9pp |
| Employer contribution / active EE | $13,094 | $4,381+198.9% | $6,785+93.0% | $2,588+406.0% |
| Participant deferral / active EE | $1,210 | $6,923-82.5% | $10,408-88.4% | $4,289-71.8% |
| Admin fee / account holder | $582 | $966-39.7% | $12,815-95.5% | $1,587-63.3% |