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.5 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $85,930 |
WALLINGTON ASSET MANAGEMENT10+ years Service code 26 · EIN 31-1221237 | Advisory (Participants) | $54,491 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,189 | $50,820+291.9% | $155,567+28.0% | $77,671+156.5% |
| Participation rate | 90.8% | 63.1%+27.6pp | 78.2%+12.6pp | 70.6%+20.2pp |
| Annual return | 11.74% | 34.85%-23.1pp | 64.74%-53.0pp | 31.21%-19.5pp |
| Employer contribution / active EE | $4,255 | $1,993+113.5% | $4,674-9.0% | $2,726+56.1% |
| Participant deferral / active EE | $5,209 | $2,823+84.5% | $5,628-7.4% | $4,648+12.1% |
| Admin fee / account holder | $890 | $436+104.3% | $15,916-94.4% | $430+106.9% |