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+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $13,477 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,418 | $57,108-15.2% | $94,224-48.6% | $52,331-7.5% |
| Participation rate | 89.0% | 72.9%+16.0pp | 78.8%+10.2pp | 68.1%+20.9pp |
| Annual return | -0.15% | 1.47%-1.6pp | 10.68%-10.8pp | 4.54%-4.7pp |
| Employer contribution / active EE | $993 | $1,735-42.8% | $3,587-72.3% | $1,882-47.3% |
| Participant deferral / active EE | $8,592 | $3,040+182.7% | $4,320+98.9% | $3,022+184.3% |
| Admin fee / account holder | $55 | $546-89.9% | $6,269-99.1% | $592-90.7% |