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 | $38,083 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,493 |
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 | $57,263 | $42,396+35.1% | $67,313-14.9% | $56,287+1.7% |
| Participation rate | 94.0% | 61.0%+33.0pp | 69.1%+24.9pp | 69.9%+24.1pp |
| Annual return | -5.74% | -36.63%+30.9pp | -4.08%-1.7pp | -9.96%+4.2pp |
| Employer contribution / active EE | $3,237 | $1,414+129.0% | $2,566+26.2% | $2,111+53.3% |
| Participant deferral / active EE | $6,450 | $2,360+173.4% | $3,568+80.8% | $3,350+92.6% |
| Admin fee / account holder | $227 | $510-55.5% | $4,507-95.0% | $521-56.5% |