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 | $7,723 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,049 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,650 | $26,549+23.0% | $61,373-46.8% | $66,914-51.2% |
| Participation rate | 24.1% | 38.1%-14.0pp | 52.6%-28.5pp | 69.8%-45.7pp |
| Annual return | -18.57% | -16.21%-2.4pp | 338.61%-357.2pp | 1.58%-20.1pp |
| Employer contribution / active EE | $253 | $651-61.1% | $1,159-78.1% | $2,544-90.0% |
| Participant deferral / active EE | $1,111 | $1,338-17.0% | $2,125-47.7% | $4,237-73.8% |
| Admin fee / account holder | $318 | $409-22.1% | $2,130-85.0% | $593-46.3% |