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.10+ years Service code 11 · EIN 91-0675641 | Actuarial | $24,428 |
FIRLEY, MORAN, FREER & EASSA,CPA PC10+ years Filed as: FIRLEY,MORAN,FREER & EASSA,CPA P.C. Service code 10 · EIN 16-1148763 | Accounting | $12,399 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,347 | $81,460+163.1% | $103,333+107.4% | $80,856+165.1% |
| Participation rate | 89.5% | 66.8%+22.7pp | 74.5%+15.0pp | 67.6%+21.9pp |
| Annual return | 7.94% | 25.55%-17.6pp | 24.88%-16.9pp | 35.59%-27.6pp |
| Employer contribution / active EE | $19,330 | $3,105+522.5% | $3,868+399.8% | $2,755+601.7% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $537 | $6,566-91.8% | $8,355-93.6% | $6,918-92.2% |