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.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $41,587 |
Service code 10 · EIN 16-1148763 | Accounting | $7,615 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $89,636 | $50,464+77.6% | $75,781+18.3% | $52,331+71.3% |
| Participation rate | 92.9% | 66.8%+26.1pp | 75.8%+17.0pp | 68.1%+24.8pp |
| Annual return | -1.99% | 1.03%-3.0pp | 9.68%-11.7pp | 4.54%-6.5pp |
| Employer contribution / active EE | $8,355 | $1,988+320.2% | $3,323+151.4% | $1,882+344.0% |
| Participant deferral / active EE | $216 | $2,570-91.6% | $3,651-94.1% | $3,022-92.8% |
| Admin fee / account holder | $229 | $1,103-79.2% | $5,299-95.7% | $592-61.3% |