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.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $4,660 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,197 | $43,999-72.3% | $79,464-84.7% | $55,725-78.1% |
| Participation rate | 34.7% | 66.9%-32.3pp | 73.3%-38.7pp | 70.9%-36.2pp |
| Annual return | 2.28% | 1.81%+0.5pp | 718.14%-715.9pp | 244.93%-242.7pp |
| Employer contribution / active EE | $562 | $1,830-69.3% | $2,800-79.9% | $2,078-72.9% |
| Participant deferral / active EE | $347 | $2,538-86.3% | $3,704-90.6% | $3,356-89.7% |
| Admin fee / account holder | $28 | $118-75.8% | $5,113-99.4% | $115-75.3% |