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 Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $14,674 |
Filed as: FIRLEY,MORAN,FREER & EASSA,CPA P.C. Service code 10 · EIN 16-1148763 | Accounting | $12,860 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $87,321 | $56,897+53.5% | $84,750+3.0% | $62,891+38.8% |
| Participation rate | 88.7% | 68.5%+20.2pp | 76.6%+12.1pp | 69.3%+19.4pp |
| Annual return | 6.99% | 6.30%+0.7pp | 22.78%-15.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $8,574 | $2,400+257.3% | $3,574+139.9% | $2,281+275.9% |
| Participant deferral / active EE | $26 | $2,709-99.0% | $3,712-99.3% | $3,203-99.2% |
| Admin fee / account holder | $412 | $3,581-88.5% | $5,332-92.3% | $4,296-90.4% |