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 6-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 Service code 15 · EIN 91-0675641 | Recordkeeping | $10,162 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,724 | $51,620-69.5% | $90,281-82.6% | $65,185-75.9% |
| Participation rate | 95.1% | 68.6%+26.4pp | 73.3%+21.8pp | 70.2%+24.9pp |
| Annual return | 25.32% | 24.94%+0.4pp | 78.10%-52.8pp | 29.38%-4.1pp |
| Employer contribution / active EE | $1,302 | $2,235-41.7% | $2,854-54.4% | $2,177-40.2% |
| Participant deferral / active EE | $127 | $2,871-95.6% | $3,885-96.7% | $3,514-96.4% |
| Admin fee / account holder | $41 | $384-89.4% | $5,351-99.2% | $847-95.2% |