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 15 · EIN 16-1450952 | Recordkeeping | $175,500 |
Filed as: FIRST INTERSTATE BANK Service code 25 · EIN 81-6023169 | Directed Trustee | $136,765 |
VERUS6+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $53,645 |
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 | $151,333 | $82,783+82.8% | $133,956+13.0% | $90,288+67.6% |
| Participation rate | 99.3% | 81.3%+18.0pp | 79.8%+19.5pp | 73.4%+26.0pp |
| Annual return | 17.47% | 21.89%-4.4pp | 45.09%-27.6pp | 53.97%-36.5pp |
| Employer contribution / active EE | $7,410 | $2,388+210.3% | $3,919+89.1% | $2,524+193.6% |
| Participant deferral / active EE | $6,228 | $4,291+45.2% | $5,048+23.4% | $4,232+47.2% |
| Admin fee / account holder | $246 | $93+164.7% | $8,927-97.2% | $114+115.5% |