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 |
|---|---|---|
NORTHFORK FINANCIAL LLC1 year Service code 27 PO BOX 965 · BOZEMAN, MT 59771 | Advisory (Plan) | $6,933 |
Service code 13 3495 PARKWAY AVE · BOZEMAN, MT 59718 | Contract Administrator | $1,541 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,585 | $50,958-53.7% | $74,550-68.4% | $64,186-63.3% |
| Participation rate | 48.5% | 61.1%-12.6pp | 69.1%-20.7pp | 69.6%-21.1pp |
| Annual return | -3.62% | -1.86%-1.8pp | 32.53%-36.1pp | 7.63%-11.3pp |
| Employer contribution / active EE | $641 | $1,115-42.5% | $1,961-67.3% | $2,381-73.1% |
| Participant deferral / active EE | $1,071 | $2,301-53.4% | $3,108-65.5% | $3,470-69.1% |
| Admin fee / account holder | $6 | $4,223-99.9% | $5,060-99.9% | $4,888-99.9% |