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.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $42,955 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,741 | $50,820+241.9% | $155,567+11.7% | $77,671+123.7% |
| Participation rate | 98.6% | 63.1%+35.4pp | 78.2%+20.4pp | 70.6%+28.0pp |
| Annual return | 13.66% | 34.85%-21.2pp | 64.74%-51.1pp | 31.21%-17.6pp |
| Employer contribution / active EE | $8,560 | $1,993+329.5% | $4,674+83.1% | $2,726+213.9% |
| Participant deferral / active EE | $6,686 | $2,823+136.8% | $5,628+18.8% | $4,648+43.8% |
| Admin fee / account holder | $49 | $436-88.7% | $15,916-99.7% | $430-88.6% |