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.5 years Service code 15 · EIN 91-0675641 | Recordkeeping | $13,415 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,905 | $58,264-55.5% | $86,612-70.1% | $71,457-63.7% |
| Participation rate | 35.8% | 65.0%-29.1pp | 71.7%-35.8pp | 67.9%-32.1pp |
| Annual return | 17.58% | 21.63%-4.0pp | 591.07%-573.5pp | 28.85%-11.3pp |
| Employer contribution / active EE | $897 | $2,574-65.1% | $3,022-70.3% | $2,588-65.3% |
| Participant deferral / active EE | $472 | $3,436-86.3% | $4,438-89.4% | $4,289-89.0% |
| Admin fee / account holder | $77 | $1,057-92.7% | $5,614-98.6% | $1,587-95.2% |