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.3+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $20,079 |
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 | $51,084 | $71,192-28.2% | $117,854-56.7% | $62,292-18.0% |
| Participation rate | 78.4% | 74.2%+4.2pp | 79.7%-1.3pp | 69.5%+8.9pp |
| Annual return | 16.38% | 18.66%-2.3pp | 335.08%-318.7pp | 28.90%-12.5pp |
| Employer contribution / active EE | $1,516 | $1,934-21.6% | $3,786-60.0% | $2,042-25.8% |
| Participant deferral / active EE | $7,145 | $3,189+124.1% | $4,482+59.4% | $3,169+125.5% |
| Admin fee / account holder | $79 | $587-86.5% | $8,020-99.0% | $479-83.5% |