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 JONES4 years Service code 28 2122 BROADWATER AVENUE, SUITE A · BILLINGS, MT 59102 | Investment Management | $28,069 |
RANDALL & HURLEY, INC.6 years Service code 15 · EIN 91-1661080 828 GREAT NORTHERN BLVD. · HELENA, MT 59601 | Recordkeeping | $3,570 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP-AMERICAN FUNDS SVCS Service code 15 333 SOUTH HOPE STREET · LOS ANGELES, CA 900711406 | Recordkeeping | $1,985 |
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 | $53,103 | $69,477-23.6% | $94,646-43.9% | $71,457-25.7% |
| Participation rate | 94.4% | 78.4%+15.9pp | 80.8%+13.6pp | 67.9%+26.5pp |
| Annual return | 26.08% | 29.66%-3.6pp | 156.71%-130.6pp | 28.85%-2.8pp |
| Employer contribution / active EE | $3,838 | $2,853+34.5% | $3,672+4.5% | $2,588+48.3% |
| Participant deferral / active EE | $3,249 | $7,345-55.8% | $7,418-56.2% | $4,289-24.2% |
| Admin fee / account holder | $125 | $1,210-89.7% | $7,231-98.3% | $1,587-92.1% |