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 JONES2 years Service code 28 2122 BROADWATER AVENUE, SUITE A · BILLINGS, MT 59102 | Investment Management | $36,732 |
RANDALL & HURLEY, INC.4 years Service code 15 · EIN 91-1661080 828 GREAT NORTHERN BLVD. · HELENA, MT 59601 | Recordkeeping | $3,430 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP-AMERICAN FUNDS SVCS Service code 15 333 SOUTH HOPE STREET · LOS ANGELES, CA 900711406 | Recordkeeping | $1,675 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,358 | $73,638-30.3% | $108,410-52.6% | $79,386-35.3% |
| Participation rate | 94.9% | 77.4%+17.5pp | 80.1%+14.8pp | 70.7%+24.2pp |
| Annual return | 17.30% | 33.27%-16.0pp | 905.27%-888.0pp | 116.85%-99.6pp |
| Employer contribution / active EE | $2,857 | $2,397+19.2% | $3,558-19.7% | $2,427+17.7% |
| Participant deferral / active EE | $2,489 | $6,218-60.0% | $6,563-62.1% | $4,046-38.5% |
| Admin fee / account holder | $172 | $638-73.0% | $7,295-97.6% | $626-72.5% |