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 | $12,600 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $5,528 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,110 | $72,277-86.0% | $101,248-90.0% | $79,858-87.3% |
| Participation rate | 91.0% | 68.5%+22.6pp | 75.8%+15.2pp | 69.6%+21.4pp |
| Annual return | 16.16% | 22.30%-6.1pp | 46.47%-30.3pp | 31.71%-15.6pp |
| Employer contribution / active EE | $3,143 | $2,692+16.8% | $3,660-14.1% | $2,471+27.2% |
| Participant deferral / active EE | $551 | $3,282-83.2% | $4,370-87.4% | $3,740-85.3% |
| Admin fee / account holder | $93 | $4,400-97.9% | $5,945-98.4% | $5,306-98.2% |