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: FIRST INTERSTATE BANK Service code 15 · EIN 81-6023169 | Recordkeeping | $416,103 |
VERUS4+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $52,142 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $112,391 | $64,311+74.8% | $110,238+2.0% | $75,289+49.3% |
| Participation rate | 98.8% | 79.3%+19.6pp | 79.8%+19.0pp | 72.4%+26.4pp |
| Annual return | -4.74% | -1.74%-3.0pp | 314.74%-319.5pp | -0.04%-4.7pp |
| Employer contribution / active EE | $7,033 | $2,404+192.6% | $3,826+83.8% | $2,405+192.4% |
| Participant deferral / active EE | $5,380 | $3,892+38.2% | $4,672+15.2% | $3,739+43.9% |
| Admin fee / account holder | $327 | $88+273.2% | $8,547-96.2% | $102+219.7% |