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 99 401 NORTH 31ST ST · BILLINGS, MT 59101 | Other Fees | $31,415 |
RANDALL & HURLEY, INC.3 years Service code 13 | Contract Administrator | $5,712 |
RANDALL & HURLEY, INC.3 years Filed as: RANDALL & HURLEY Service code 13 · EIN 91-1661080 828 GREAT NORTHERN BLVD · HELENA, MT 59601 | Contract Administrator | $3,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,515 | $65,061-30.0% | $143,757-68.3% | $66,914-32.0% |
| Participation rate | 90.5% | 65.2%+25.3pp | 80.3%+10.2pp | 69.8%+20.7pp |
| Annual return | -17.62% | -11.14%-6.5pp | -0.04%-17.6pp | 1.58%-19.2pp |
| Employer contribution / active EE | $2,673 | $2,361+13.2% | $4,951-46.0% | $2,544+5.0% |
| Participant deferral / active EE | $4,093 | $2,919+40.2% | $5,637-27.4% | $4,237-3.4% |
| Admin fee / account holder | $318 | $502-36.7% | $14,673-97.8% | $593-46.4% |