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.2 years Service code 15 · EIN 91-0675641 | Recordkeeping | $5,952 |
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 | $12,542 | $54,237-76.9% | $90,281-86.1% | $67,579-81.4% |
| Participation rate | 34.3% | 68.6%-34.3pp | 73.3%-39.0pp | 71.3%-37.0pp |
| Annual return | 25.84% | 37.27%-11.4pp | 78.10%-52.3pp | 378.56%-352.7pp |
| Employer contribution / active EE | $906 | $1,846-50.9% | $2,854-68.2% | $2,148-57.8% |
| Participant deferral / active EE | $450 | $2,625-82.8% | $3,885-88.4% | $3,539-87.3% |
| Admin fee / account holder | $27 | $123-77.9% | $5,351-99.5% | $142-80.8% |