See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO2 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $53,685 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,241 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,947 | $51,045+70.3% | $70,515+23.3% | $71,457+21.7% |
| Participation rate | 99.0% | 59.4%+39.5pp | 68.3%+30.6pp | 67.9%+31.0pp |
| Annual return | 16.26% | 42.63%-26.4pp | 32.77%-16.5pp | 28.85%-12.6pp |
| Employer contribution / active EE | $4,683 | $1,790+161.6% | $2,973+57.5% | $2,588+81.0% |
| Participant deferral / active EE | $9,397 | $3,026+210.5% | $4,567+105.8% | $4,289+119.1% |
| Admin fee / account holder | $266 | $1,994-86.7% | $6,412-95.9% | $1,587-83.2% |