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 12 · EIN 13-3689044 | Investment management; Shareholder se... | $98,725 |
Service code 16 · EIN 81-6023169 401 NORTH 31ST ST · BILLINGS, MT 59101 | Consulting | $51,800 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,762 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $94,327 | $44,873+110.2% | $79,464+18.7% | $56,287+67.6% |
| Participation rate | 75.3% | 68.7%+6.5pp | 73.3%+1.9pp | 69.9%+5.4pp |
| Annual return | -3.24% | 0.81%-4.1pp | 718.14%-721.4pp | -9.96%+6.7pp |
| Employer contribution / active EE | $2,451 | $2,140+14.5% | $2,800-12.5% | $2,111+16.1% |
| Participant deferral / active EE | $3,826 | $2,746+39.3% | $3,704+3.3% | $3,350+14.2% |
| Admin fee / account holder | $774 | $418+85.0% | $5,113-84.9% | $521+48.6% |