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 | $50,815+292.0% | $155,509+28.1% | $77,643+156.5% |
| Participation rate | 90.8% | 63.1%+27.7pp | 78.2%+12.6pp | 70.6%+20.2pp |
| Annual return | 11.74% | 34.80%-23.1pp | 64.67%-52.9pp | 31.24%-19.5pp |
| Employer contribution / active EE | $4,255 | $1,993+113.5% | $4,672-8.9% | $2,726+56.1% |
| Participant deferral / active EE | $5,209 | $2,822+84.6% | $5,626-7.4% | $4,647+12.1% |
| Admin fee / account holder | $890 | $437+103.9% | $15,912-94.4% | $430+106.9% |