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 25 401 NORTH 31ST ST · BILLINGS, MT 59101 | Directed Trustee | $119,974 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $103,934 |
VERUS1 year Filed as: VERUS ADVISORY, INC. Service code 27 999 THIRD AVENUE STE 4200 · SEATTLE, WA 98104 | Advisory (Plan) | $70,179 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 | Investment Management | $10,139 |
Service code 99 · EIN 34-1820650 | Other Fees | $1,200 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,515 | $84,000+62.5% | $119,609+14.1% | $77,904+75.2% |
| Participation rate | 98.7% | 77.8%+20.9pp | 79.3%+19.4pp | 73.7%+25.0pp |
| Annual return | -17.35% | -11.59%-5.8pp | -14.97%-2.4pp | 12.21%-29.6pp |
| Employer contribution / active EE | $8,964 | $2,907+208.4% | $4,232+111.8% | $2,848+214.8% |
| Participant deferral / active EE | $6,911 | $4,705+46.9% | $5,602+23.4% | $4,806+43.8% |
| Admin fee / account holder | $195 | $116+68.4% | $10,323-98.1% | $133+47.2% |