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.10+ years Service code 15 · EIN 94-0675641 | Recordkeeping | $34,232 |
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 | $42,435 | $68,914-38.4% | $136,749-69.0% | $74,304-42.9% |
| Participation rate | 87.2% | 51.3%+35.8pp | 72.1%+15.0pp | 60.3%+26.8pp |
| Annual return | 11.95% | 16.34%-4.4pp | 24.33%-12.4pp | 29.43%-17.5pp |
| Employer contribution / active EE | $1,058 | $1,561-32.2% | $3,400-68.9% | $2,241-52.8% |
| Participant deferral / active EE | $3,404 | $2,541+34.0% | $4,692-27.5% | $3,767-9.6% |
| Admin fee / account holder | $153 | $3,149-95.1% | $11,386-98.7% | $2,969-94.8% |