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 |
|---|---|---|
Filed as: RAYMOND JAMES Service code 28 | Investment Management | $364,490 |
HILLTOP NATIONAL BANK7+ years Service code 15 · EIN 83-0202762 300 COUNTRY CLUB ROAD · CASPER, WY 82609 | Recordkeeping | $106,298 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $125,155 | $92,303+35.6% | $152,466-17.9% | $86,799+44.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 78.2%+21.8pp | 72.3%+27.7pp |
| Annual return | 10.29% | 531.69%-521.4pp | 757.33%-747.0pp | 97.91%-87.6pp |
| Employer contribution / active EE | $7,350 | $3,748+96.1% | $4,327+69.9% | $2,405+205.6% |
| Participant deferral / active EE | $0 | $5,599-100.0% | $5,820-100.0% | $4,131-100.0% |
| Admin fee / account holder | $353 | $150+135.2% | $15,805-97.8% | $170+108.0% |