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.4 years Service code 15 · EIN 91-0675641 | Recordkeeping | $20,354 |
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 | $41,077 | $62,603-34.4% | $104,294-60.6% | $66,914-38.6% |
| Participation rate | 29.4% | 59.6%-30.2pp | 73.3%-43.9pp | 69.8%-40.4pp |
| Annual return | -15.00% | -14.70%-0.3pp | 24.61%-39.6pp | 1.58%-16.6pp |
| Employer contribution / active EE | $737 | $1,972-62.6% | $3,372-78.1% | $2,544-71.0% |
| Participant deferral / active EE | $1,001 | $2,853-64.9% | $4,625-78.4% | $4,237-76.4% |
| Admin fee / account holder | $255 | $656-61.1% | $7,339-96.5% | $593-57.0% |