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.2+ years Service code 11 · EIN 91-0675641 | Actuarial | $17,064 |
Filed as: FIRLEY,MORAN,FREER & EASSA,CPA P.C. Service code 10 · EIN 16-1148763 | Accounting | $14,263 |
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 | $181,441 | $56,897+218.9% | $84,750+114.1% | $62,891+188.5% |
| Participation rate | 98.9% | 68.5%+30.3pp | 76.6%+22.3pp | 69.3%+29.6pp |
| Annual return | 6.61% | 6.30%+0.3pp | 22.78%-16.2pp | 20.14%-13.5pp |
| Employer contribution / active EE | $14,055 | $2,400+485.7% | $3,574+293.2% | $2,281+516.2% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $590 | $3,581-83.5% | $5,332-88.9% | $4,296-86.3% |