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.6+ years Service code 15 · EIN 94-0675641 | Recordkeeping | $30,187 |
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 | $32,707 | $65,862-50.3% | $124,672-73.8% | $79,386-58.8% |
| Participation rate | 94.7% | 62.2%+32.5pp | 74.6%+20.1pp | 70.7%+24.0pp |
| Annual return | 24.70% | 19.02%+5.7pp | 5142.93%-5118.2pp | 116.85%-92.1pp |
| Employer contribution / active EE | $1,134 | $1,883-39.8% | $3,324-65.9% | $2,427-53.3% |
| Participant deferral / active EE | $2,881 | $2,772+3.9% | $4,614-37.6% | $4,046-28.8% |
| Admin fee / account holder | $127 | $673-81.1% | $7,493-98.3% | $626-79.7% |