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.7+ years Service code 15 · EIN 94-0675641 | Recordkeeping | $31,570 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,877 | $62,603-53.9% | $104,294-72.3% | $66,914-56.8% |
| Participation rate | 94.9% | 59.6%+35.4pp | 73.3%+21.7pp | 69.8%+25.1pp |
| Annual return | -14.55% | -14.70%+0.1pp | 24.61%-39.2pp | 1.58%-16.1pp |
| Employer contribution / active EE | $1,051 | $1,972-46.7% | $3,372-68.8% | $2,544-58.7% |
| Participant deferral / active EE | $2,932 | $2,853+2.8% | $4,625-36.6% | $4,237-30.8% |
| Admin fee / account holder | $134 | $656-79.6% | $7,339-98.2% | $593-77.5% |