See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6 years Service code 15 · EIN 91-0675641 | Recordkeeping | $15,849 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,769 | $60,323+131.7% | $81,812+70.8% | $74,495+87.6% |
| Participation rate | 56.9% | 62.9%-5.9pp | 72.3%-15.4pp | 67.2%-10.3pp |
| Annual return | 13.07% | 16.90%-3.8pp | 773.79%-760.7pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,112 | $2,620-57.6% | $2,912-61.8% | $2,623-57.6% |
| Participant deferral / active EE | $4,351 | $3,387+28.5% | $4,319+0.8% | $4,346+0.1% |
| Admin fee / account holder | $109 | $1,486-92.7% | $7,386-98.5% | $1,942-94.4% |