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.8+ years Service code 11 · EIN 91-0675641 | Actuarial | $23,028 |
Filed as: FIRLEY,MORAN,FREER & EASSA,CPA,P.C. Service code 10 · EIN 16-1148763 | Accounting | $13,044 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,898 | $64,707+185.7% | $112,228+64.8% | $68,494+169.9% |
| Participation rate | 94.0% | 67.2%+26.9pp | 75.1%+19.0pp | 67.9%+26.1pp |
| Annual return | -15.03% | -11.40%-3.6pp | 27.45%-42.5pp | -7.84%-7.2pp |
| Employer contribution / active EE | $27,253 | $2,746+892.5% | $3,635+649.8% | $2,596+949.7% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $598 | $5,232-88.6% | $6,410-90.7% | $5,403-88.9% |