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 | $25,222 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,904 |
RANDALL & HURLEY, INC.5 years Service code 13 | Contract Administrator | $7,614 |
RANDALL & HURLEY, INC.5 years Filed as: RANDALL & HURLEY Service code 13 · EIN 91-1661080 828 GREAT NORTHERN BLVD · HELENA, MT 59601 | Contract Administrator | $6,367 |
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 | $74,191 | $55,415+33.9% | $155,509-52.3% | $74,495-0.4% |
| Participation rate | 93.5% | 61.9%+31.6pp | 78.2%+15.3pp | 67.2%+26.3pp |
| Annual return | 12.98% | 268.50%-255.5pp | 64.67%-51.7pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $2,849 | $2,267+25.7% | $4,672-39.0% | $2,623+8.6% |
| Participant deferral / active EE | $4,491 | $2,836+58.3% | $5,626-20.2% | $4,346+3.3% |
| Admin fee / account holder | $444 | $1,738-74.4% | $15,912-97.2% | $1,942-77.1% |