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 91-0675641 | Recordkeeping | $55,115 |
12 CHESTNUT HILL, LLC3 years Service code 16 · EIN 83-3643593 | Consulting | $12,866 |
Filed as: FIRLEY,MORAN,FREER & EASSA, CPA, PC Service code 10 · EIN 16-1148763 | Accounting | $12,600 |
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 | $131,781 | $91,517+44.0% | $101,248+30.2% | $73,409+79.5% |
| Participation rate | 89.8% | 73.8%+16.0pp | 75.8%+14.0pp | 72.2%+17.6pp |
| Annual return | 14.81% | 17.17%-2.4pp | 46.47%-31.7pp | 59.29%-44.5pp |
| Employer contribution / active EE | $11,267 | $2,877+291.6% | $3,660+207.9% | $2,234+404.4% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $297 | $216+37.7% | $5,945-95.0% | $158+88.2% |