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.7 years Service code 15 · EIN 91-0675641 | Recordkeeping | $14,605 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,509 | $65,908-61.3% | $81,812-68.8% | $77,643-67.1% |
| Participation rate | 30.6% | 65.8%-35.2pp | 72.3%-41.8pp | 70.6%-40.0pp |
| Annual return | 13.78% | 26.64%-12.9pp | 773.79%-760.0pp | 31.24%-17.5pp |
| Employer contribution / active EE | $1,084 | $2,370-54.3% | $2,912-62.8% | $2,726-60.2% |
| Participant deferral / active EE | $549 | $3,505-84.3% | $4,319-87.3% | $4,647-88.2% |
| Admin fee / account holder | $78 | $526-85.2% | $7,386-98.9% | $430-81.9% |