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 | $26,805 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $82,145 | $59,328+38.5% | $118,925-30.9% | $73,488+11.8% |
| Participation rate | 43.0% | 62.3%-19.3pp | 75.4%-32.4pp | 70.7%-27.7pp |
| Annual return | 17.44% | 19.13%-1.7pp | 35.88%-18.4pp | 28.51%-11.1pp |
| Employer contribution / active EE | $811 | $1,803-55.1% | $3,263-75.2% | $2,270-64.3% |
| Participant deferral / active EE | $1,351 | $2,604-48.1% | $4,265-68.3% | $3,740-63.9% |
| Admin fee / account holder | $397 | $600-33.9% | $6,581-94.0% | $513-22.7% |