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.1 year Filed as: MILLIMAN Service code 27 · EIN 91-0675641 | Advisory (Plan) | $5,160 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,069 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,723 | $71,516+38.0% | $98,439+0.3% | $71,457+38.2% |
| Participation rate | 92.8% | 72.7%+20.1pp | 75.2%+17.7pp | 67.9%+24.9pp |
| Annual return | 18.39% | 32.41%-14.0pp | 21.16%-2.8pp | 28.85%-10.5pp |
| Employer contribution / active EE | $3,768 | $2,399+57.1% | $3,048+23.6% | $2,588+45.6% |
| Participant deferral / active EE | $5,892 | $4,109+43.4% | $4,738+24.4% | $4,289+37.4% |
| Admin fee / account holder | -$17 | $1,675-101.0% | $8,948-100.2% | $1,587-101.1% |