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 JONES3 years Service code 28 2122 BROADWATER AVENUE, SUITE A · BILLINGS, MT 59102 | Investment Management | $27,607 |
RANDALL & HURLEY, INC.5 years Service code 15 · EIN 91-1661080 828 GREAT NORTHERN BLVD. · HELENA, MT 59601 | Recordkeeping | $7,060 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP-AMERICAN FUNDS SVCS Service code 15 333 SOUTH HOPE STREET · LOS ANGELES, CA 900711406 | Recordkeeping | $2,475 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $42,905 | $58,320-26.4% | $86,436-50.4% | $66,914-35.9% |
| Participation rate | 92.6% | 78.6%+14.0pp | 80.3%+12.3pp | 69.8%+22.8pp |
| Annual return | -21.36% | -9.71%-11.6pp | 4394.89%-4416.3pp | 1.58%-22.9pp |
| Employer contribution / active EE | $3,178 | $2,615+21.5% | $3,769-15.7% | $2,544+24.9% |
| Participant deferral / active EE | $2,794 | $6,899-59.5% | $6,952-59.8% | $4,237-34.0% |
| Admin fee / account holder | $149 | $546-72.8% | $6,731-97.8% | $593-75.0% |