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 |
|---|---|---|
MILLIMAN, INC.3+ years Service code 15 · EIN 94-0675641 | Recordkeeping | $31,112 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,886 | $65,557-52.9% | $105,738-70.8% | $56,287-45.1% |
| Participation rate | 96.1% | 63.4%+32.7pp | 76.3%+19.8pp | 69.9%+26.3pp |
| Annual return | 6.92% | -1.32%+8.2pp | 6.27%+0.6pp | -9.96%+16.9pp |
| Employer contribution / active EE | $1,033 | $1,788-42.2% | $3,268-68.4% | $2,111-51.0% |
| Participant deferral / active EE | $2,787 | $2,418+15.3% | $4,080-31.7% | $3,350-16.8% |
| Admin fee / account holder | $143 | $561-74.5% | $6,913-97.9% | $521-72.6% |