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 27 3409 TRANSTECH WY STE A · BILLINGS, MT 59102 | Advisory (Plan) | $10,746 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,516 | $64,119-0.9% | $112,228-43.4% | $66,914-5.1% |
| Participation rate | 51.7% | 68.5%-16.7pp | 75.1%-23.3pp | 69.8%-18.1pp |
| Annual return | -13.91% | -13.81%-0.1pp | 27.45%-41.4pp | 1.58%-15.5pp |
| Employer contribution / active EE | $1,893 | $3,005-37.0% | $3,635-47.9% | $2,544-25.6% |
| Participant deferral / active EE | $4,212 | $3,693+14.1% | $4,728-10.9% | $4,237-0.6% |
| Admin fee / account holder | $255 | $625-59.2% | $6,410-96.0% | $593-57.0% |