Filed June 16, 2026
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.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $26,065 |
Filed as: FIRLEY,MORAN,FREER & EASSA,CPA,PC Service code 10 · EIN 16-1148763 | Accounting | $12,974 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $153,945 | $58,726+162.1% | $92,233+66.9% | $62,292+147.1% |
| Participation rate | 83.9% | 68.3%+15.6pp | 76.5%+7.4pp | 69.5%+14.4pp |
| Annual return | 13.45% | 43.62%-30.2pp | 176.28%-162.8pp | 28.90%-15.4pp |
| Employer contribution / active EE | $10,451 | $2,392+336.9% | $3,679+184.0% | $2,042+411.7% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $431 | $556-22.5% | $5,194-91.7% | $479-10.0% |