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 11 · EIN 91-0675641 | Actuarial | $18,826 |
Filed as: FIRLEY,MORAN,FREER & EASSA,CPA,P.C. Service code 10 · EIN 16-1148763 | Accounting | $11,801 |
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 | $135,281 | $52,681+156.8% | $75,781+78.5% | $59,632+126.9% |
| Participation rate | 93.1% | 67.2%+25.9pp | 75.8%+17.3pp | 68.7%+24.4pp |
| Annual return | -2.57% | 2.95%-5.5pp | 9.68%-12.3pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $16,809 | $2,193+666.4% | $3,323+405.8% | $2,203+663.1% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,651-100.0% | $3,192-100.0% |
| Admin fee / account holder | $489 | $3,610-86.4% | $5,299-90.8% | $4,297-88.6% |