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 |
|---|---|---|
Service code 10 · EIN 16-1148763 | Accounting | $13,118 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $5,069 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,682 | $57,354-88.3% | $83,848-92.0% | $64,186-89.6% |
| Participation rate | 86.2% | 68.6%+17.6pp | 76.1%+10.1pp | 69.6%+16.6pp |
| Annual return | -5.49% | 11.38%-16.9pp | 850.88%-856.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,655 | $2,545-35.0% | $3,631-54.4% | $2,381-30.5% |
| Participant deferral / active EE | $240 | $2,993-92.0% | $4,082-94.1% | $3,470-93.1% |
| Admin fee / account holder | $95 | $4,046-97.6% | $5,478-98.3% | $4,888-98.1% |