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 | $41,099 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,838 |
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 | $85,046 | $55,636+52.9% | $81,983+3.7% | $73,488+15.7% |
| Participation rate | 97.5% | 62.3%+35.2pp | 69.2%+28.3pp | 70.7%+26.8pp |
| Annual return | 13.84% | 19.07%-5.2pp | 41.31%-27.5pp | 28.51%-14.7pp |
| Employer contribution / active EE | $3,480 | $1,625+114.2% | $2,498+39.3% | $2,270+53.3% |
| Participant deferral / active EE | $7,303 | $2,762+164.4% | $3,722+96.2% | $3,740+95.3% |
| Admin fee / account holder | $238 | $493-51.7% | $5,664-95.8% | $513-53.6% |