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.8+ years Service code 15 · EIN 94-0675641 | Recordkeeping | $30,670 |
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 | $30,214 | $57,651-47.6% | $112,229-73.1% | $71,457-57.7% |
| Participation rate | 97.0% | 58.9%+38.1pp | 72.4%+24.6pp | 67.9%+29.1pp |
| Annual return | 10.26% | 18.32%-8.1pp | 30.20%-19.9pp | 28.85%-18.6pp |
| Employer contribution / active EE | $1,303 | $1,913-31.9% | $3,430-62.0% | $2,588-49.6% |
| Participant deferral / active EE | $3,350 | $2,863+17.0% | $4,798-30.2% | $4,289-21.9% |
| Admin fee / account holder | $126 | $1,581-92.0% | $7,748-98.4% | $1,587-92.1% |