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 |
|---|---|---|
EDWARD JONES1 year Service code 28 2122 BROADWATER AVENUE, SUITE A · BILLINGS, MT 59102 | Investment Management | $20,229 |
RANDALL & HURLEY, INC.3 years Service code 15 · EIN 91-1661080 828 GREAT NORTHERN BLVD. · HELENA, MT 59601 | Recordkeeping | $8,430 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP-AMERICAN FUNDS SVCS Service code 15 333 SOUTH HOPE STREET · LOS ANGELES, CA 900711406 | Recordkeeping | $3,850 |
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 | $51,362 | $66,813-23.1% | $100,516-48.9% | $73,488-30.1% |
| Participation rate | 91.4% | 77.5%+13.9pp | 79.4%+11.9pp | 70.7%+20.7pp |
| Annual return | 22.53% | 25.70%-3.2pp | 30.89%-8.4pp | 28.51%-6.0pp |
| Employer contribution / active EE | $2,686 | $2,147+25.1% | $3,418-21.4% | $2,270+18.3% |
| Participant deferral / active EE | $2,337 | $5,883-60.3% | $6,270-62.7% | $3,740-37.5% |
| Admin fee / account holder | $166 | $512-67.6% | $8,081-97.9% | $513-67.6% |