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 | $43,121 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,029 |
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 | $70,761 | $47,922+47.7% | $75,886-6.8% | $65,185+8.6% |
| Participation rate | 96.6% | 63.0%+33.6pp | 69.3%+27.3pp | 70.2%+26.4pp |
| Annual return | 20.14% | 24.12%-4.0pp | 30.76%-10.6pp | 29.38%-9.2pp |
| Employer contribution / active EE | $3,126 | $1,557+100.8% | $2,500+25.0% | $2,177+43.6% |
| Participant deferral / active EE | $6,821 | $2,550+167.5% | $3,603+89.3% | $3,514+94.1% |
| Admin fee / account holder | $243 | $532-54.2% | $5,418-95.5% | $847-71.3% |