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 |
|---|---|---|
RANDALL & HURLEY, INC.2 years Service code 15 · EIN 91-1661080 828 GREAT NORTHERN BLVD. · HELENA, MT 59601 | Recordkeeping | $8,599 |
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 | $31,723 | $58,655-45.9% | $91,989-65.5% | $65,185-51.3% |
| Participation rate | 92.6% | 75.3%+17.3pp | 78.6%+14.0pp | 70.2%+22.4pp |
| Annual return | 25.18% | 33.92%-8.7pp | 69.02%-43.8pp | 29.38%-4.2pp |
| Employer contribution / active EE | $2,565 | $2,080+23.3% | $3,452-25.7% | $2,177+17.9% |
| Participant deferral / active EE | $1,969 | $5,474-64.0% | $5,923-66.8% | $3,514-44.0% |
| Admin fee / account holder | $34 | $434-92.1% | $7,743-99.6% | $847-96.0% |