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 | $24,500 |
RANDALL & HURLEY, INC.4 years Service code 13 | Contract Administrator | $5,910 |
RANDALL & HURLEY, INC.4 years Filed as: RANDALL & HURLEY Service code 13 · EIN 91-1661080 828 GREAT NORTHERN BLVD · HELENA, MT 59601 | Contract Administrator | $1,619 |
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 | $61,061 | $61,272-0.3% | $149,673-59.2% | $71,457-14.5% |
| Participation rate | 93.5% | 62.5%+31.0pp | 78.8%+14.7pp | 67.9%+25.5pp |
| Annual return | 22.86% | 35.85%-13.0pp | 134.42%-111.6pp | 28.85%-6.0pp |
| Employer contribution / active EE | $2,729 | $2,378+14.7% | $4,818-43.4% | $2,588+5.5% |
| Participant deferral / active EE | $3,987 | $2,917+36.7% | $5,680-29.8% | $4,289-7.0% |
| Admin fee / account holder | $295 | $1,261-76.6% | $13,210-97.8% | $1,587-81.4% |