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 | $14,197 |
MILLIMAN, INC.8+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $8,925 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,053 | $64,707-84.5% | $112,228-91.0% | $68,494-85.3% |
| Participation rate | 93.8% | 67.2%+26.7pp | 75.1%+18.8pp | 67.9%+25.9pp |
| Annual return | -16.40% | -11.40%-5.0pp | 27.45%-43.8pp | -7.84%-8.6pp |
| Employer contribution / active EE | $892 | $2,746-67.5% | $3,635-75.4% | $2,596-65.6% |
| Participant deferral / active EE | $724 | $3,565-79.7% | $4,728-84.7% | $4,027-82.0% |
| Admin fee / account holder | $111 | $5,232-97.9% | $6,410-98.3% | $5,403-97.9% |