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.3+ years Service code 15 · EIN 45-3983343 828 GREAT NORTHERN BLVD. · HELENA, MT 596241193 | Recordkeeping | $5,530 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,049 | $59,535-47.8% | $90,160-65.6% | $62,292-50.2% |
| Participation rate | 91.0% | 73.0%+18.0pp | 76.9%+14.1pp | 69.5%+21.5pp |
| Annual return | 21.06% | 23.53%-2.5pp | 34.88%-13.8pp | 28.90%-7.8pp |
| Employer contribution / active EE | $2,330 | $1,826+27.6% | $3,318-29.8% | $2,042+14.1% |
| Participant deferral / active EE | $1,998 | $4,639-56.9% | $5,288-62.2% | $3,169-37.0% |
| Admin fee / account holder | $38 | $337-88.8% | $5,943-99.4% | $479-92.1% |