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 9-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 |
|---|---|---|
DA DAVIDSON & CO2 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $15,191 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,379 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,211 |
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 | $38,050 | $55,415-31.3% | $155,509-75.5% | $74,495-48.9% |
| Participation rate | 61.4% | 61.9%-0.5pp | 78.2%-16.7pp | 67.2%-5.8pp |
| Annual return | 14.24% | 268.50%-254.3pp | 64.67%-50.4pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $1,993 | $2,267-12.1% | $4,672-57.4% | $2,623-24.0% |
| Participant deferral / active EE | $3,663 | $2,836+29.2% | $5,626-34.9% | $4,346-15.7% |
| Admin fee / account holder | $158 | $1,738-90.9% | $15,912-99.0% | $1,942-91.9% |