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.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $39,968 |
Service code 10 · EIN 16-1148763 | Accounting | $14,011 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $90,747 | $52,884+71.6% | $84,750+7.1% | $55,167+64.5% |
| Participation rate | 91.9% | 67.5%+24.4pp | 76.6%+15.4pp | 69.0%+23.0pp |
| Annual return | 6.79% | 18.03%-11.2pp | 22.78%-16.0pp | 169.23%-162.4pp |
| Employer contribution / active EE | $7,872 | $2,233+252.5% | $3,574+120.3% | $1,963+301.1% |
| Participant deferral / active EE | $162 | $2,644-93.9% | $3,712-95.6% | $3,054-94.7% |
| Admin fee / account holder | $327 | $581-43.6% | $5,332-93.9% | $504-35.0% |