Filed January 11, 2024 (most recent of 2 filings on file)
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.8+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $48,360 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,949 | $56,503-32.8% | $70,092-45.9% | $64,808-41.4% |
| Participation rate | 81.6% | 70.5%+11.1pp | 70.5%+11.1pp | 71.5%+10.2pp |
| Annual return | -17.43% | -13.44%-4.0pp | 190.73%-208.2pp | 32.82%-50.2pp |
| Employer contribution / active EE | $2,952 | $2,046+44.3% | $2,559+15.4% | $2,506+17.8% |
| Participant deferral / active EE | $3,100 | $3,389-8.5% | $3,849-19.5% | $4,310-28.1% |
| Admin fee / account holder | $102 | $160-36.2% | $6,267-98.4% | $188-45.5% |