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 | $36,322 |
Service code 10 · EIN 16-1148763 | Accounting | $23,857 |
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 | $103,264 | $58,726+75.8% | $92,233+12.0% | $62,292+65.8% |
| Participation rate | 96.6% | 68.3%+28.2pp | 76.5%+20.1pp | 69.5%+27.0pp |
| Annual return | 13.38% | 43.62%-30.2pp | 176.28%-162.9pp | 28.90%-15.5pp |
| Employer contribution / active EE | $14,959 | $2,392+525.4% | $3,679+306.6% | $2,042+632.5% |
| Participant deferral / active EE | $394 | $2,766-85.7% | $3,897-89.9% | $3,169-87.6% |
| Admin fee / account holder | $339 | $556-39.0% | $5,194-93.5% | $479-29.2% |