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 |
|---|---|---|
EMPLOYEE BENEFIT RESOURCES, INC.1+ years Service code 15 · EIN 45-3983343 828 GREAT NORTHERN BLVD. · HELENA, MT 596241193 | Recordkeeping | $8,370 |
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 | $30,962 | $48,313-35.9% | $73,307-57.8% | $52,331-40.8% |
| Participation rate | 88.9% | 68.6%+20.3pp | 74.9%+14.0pp | 68.1%+20.8pp |
| Annual return | 0.91% | 3.85%-2.9pp | 5.67%-4.8pp | 4.54%-3.6pp |
| Employer contribution / active EE | $2,216 | $1,661+33.4% | $3,237-31.5% | $1,882+17.8% |
| Participant deferral / active EE | $2,390 | $4,189-43.0% | $4,991-52.1% | $3,022-20.9% |
| Admin fee / account holder | $55 | $404-86.5% | $5,637-99.0% | $592-90.8% |