See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO5 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $57,694 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,631 |
RANDALL & HURLEY, INC.5 years Service code 13 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Contract Administrator | $3,000 |
Filed as: EMPOWER ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,194 | $49,451+7.6% | $79,550-33.1% | $66,914-20.5% |
| Participation rate | 61.0% | 61.3%-0.4pp | 69.5%-8.5pp | 69.8%-8.8pp |
| Annual return | -13.34% | 84.25%-97.6pp | 0.16%-13.5pp | 1.58%-14.9pp |
| Employer contribution / active EE | $2,403 | $1,266+89.9% | $2,413-0.4% | $2,544-5.6% |
| Participant deferral / active EE | $5,165 | $3,159+63.5% | $3,985+29.6% | $4,237+21.9% |
| Admin fee / account holder | $44 | $595-92.5% | $6,832-99.4% | $593-92.5% |