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.9+ years Service code 15 · EIN 94-0675641 | Recordkeeping | $31,222 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,865 | $62,327-47.3% | $120,354-72.7% | $74,495-55.9% |
| Participation rate | 98.4% | 56.8%+41.6pp | 71.9%+26.5pp | 67.2%+31.2pp |
| Annual return | 12.30% | 18.61%-6.3pp | 107.15%-94.9pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $1,241 | $1,843-32.7% | $3,463-64.2% | $2,623-52.7% |
| Participant deferral / active EE | $3,474 | $2,893+20.1% | $4,991-30.4% | $4,346-20.1% |
| Admin fee / account holder | $124 | $2,396-94.8% | $9,423-98.7% | $1,942-93.6% |