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 |
|---|---|---|
DA DAVIDSON & CO1 year Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $40,084 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,159 |
Service code 99 401 NORTH 31ST ST · BILLINGS, MT 59101 | Other Fees | $9,275 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,398 | $63,442+29.9% | $68,791+19.8% | $66,914+23.1% |
| Participation rate | 98.4% | 60.0%+38.5pp | 69.0%+29.4pp | 69.8%+28.6pp |
| Annual return | -14.77% | -8.29%-6.5pp | -6.38%-8.4pp | 1.58%-16.3pp |
| Employer contribution / active EE | $3,958 | $1,775+123.0% | $2,655+49.1% | $2,544+55.6% |
| Participant deferral / active EE | $8,231 | $2,945+179.5% | $3,941+108.8% | $4,237+94.3% |
| Admin fee / account holder | $295 | $577-49.0% | $4,932-94.0% | $593-50.3% |