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 |
|---|---|---|
Service code 99 401 NORTH 31ST ST · BILLINGS, MT 59101 | Other Fees | $9,989 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,204 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,963 | $35,986+16.6% | $77,482-45.8% | $73,488-42.9% |
| Participation rate | 29.1% | 40.8%-11.7pp | 54.2%-25.1pp | 70.7%-41.5pp |
| Annual return | 13.81% | 19.26%-5.4pp | 54.79%-41.0pp | 28.51%-14.7pp |
| Employer contribution / active EE | $279 | $557-49.9% | $986-71.7% | $2,270-87.7% |
| Participant deferral / active EE | $939 | $1,198-21.6% | $1,861-49.6% | $3,740-74.9% |
| Admin fee / account holder | $289 | $466-37.9% | $2,858-89.9% | $513-43.6% |