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 27 401 NORTH 31ST ST · BILLINGS, MT 59101 | Advisory (Plan) | $41,093 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,760 |
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 | $112,217 | $51,620+117.4% | $90,281+24.3% | $65,185+72.2% |
| Participation rate | 98.7% | 68.6%+30.1pp | 73.3%+25.4pp | 70.2%+28.5pp |
| Annual return | 22.30% | 24.94%-2.6pp | 78.10%-55.8pp | 29.38%-7.1pp |
| Employer contribution / active EE | $3,268 | $2,235+46.2% | $2,854+14.5% | $2,177+50.1% |
| Participant deferral / active EE | $5,025 | $2,871+75.1% | $3,885+29.3% | $3,514+43.0% |
| Admin fee / account holder | $269 | $384-29.9% | $5,351-95.0% | $847-68.2% |