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.5+ years Service code 15 · EIN 94-0675641 | Recordkeeping | $30,232 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,143 | $59,328-49.2% | $118,925-74.7% | $73,488-59.0% |
| Participation rate | 93.7% | 62.3%+31.4pp | 75.4%+18.3pp | 70.7%+23.0pp |
| Annual return | 6.61% | 19.13%-12.5pp | 35.88%-29.3pp | 28.51%-21.9pp |
| Employer contribution / active EE | $1,135 | $1,803-37.1% | $3,263-65.2% | $2,270-50.0% |
| Participant deferral / active EE | $2,923 | $2,604+12.2% | $4,265-31.5% | $3,740-21.8% |
| Admin fee / account holder | $136 | $600-77.4% | $6,581-97.9% | $513-73.5% |