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 Service code 15 · EIN 91-0675641 | Recordkeeping | $16,476 |
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 | $21,296 | $47,722-55.4% | $82,719-74.3% | $64,808-67.1% |
| Participation rate | 29.3% | 67.6%-38.4pp | 72.6%-43.3pp | 71.5%-42.2pp |
| Annual return | -17.45% | -13.05%-4.4pp | 701.18%-718.6pp | 32.82%-50.3pp |
| Employer contribution / active EE | $869 | $2,179-60.1% | $3,009-71.1% | $2,506-65.3% |
| Participant deferral / active EE | $517 | $3,329-84.5% | $4,395-88.2% | $4,310-88.0% |
| Admin fee / account holder | $104 | $143-27.5% | $5,329-98.1% | $188-44.8% |