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 11 · EIN 91-0675641 | Actuarial | $16,907 |
Filed as: FIRLEY,MORAN,FREER & EASSA,CPA,P.C. Service code 10 · EIN 16-1148763 | Accounting | $15,712 |
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 | $187,313 | $63,346+195.7% | $92,233+103.1% | $70,131+167.1% |
| Participation rate | 90.5% | 68.7%+21.8pp | 76.5%+14.0pp | 69.5%+20.9pp |
| Annual return | 13.31% | 530.12%-516.8pp | 176.28%-163.0pp | 73.14%-59.8pp |
| Employer contribution / active EE | $21,244 | $2,471+759.7% | $3,679+477.4% | $2,342+806.9% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $607 | $3,840-84.2% | $5,194-88.3% | $4,645-86.9% |