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.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $43,323 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,532 | $107,440-42.7% | $105,738-41.8% | $55,725+10.4% |
| Participation rate | 74.5% | 55.5%+19.0pp | 76.3%-1.8pp | 70.9%+3.6pp |
| Annual return | 120.71% | -0.59%+121.3pp | 6.27%+114.4pp | 244.93%-124.2pp |
| Employer contribution / active EE | $2,128 | $1,448+46.9% | $3,268-34.9% | $2,078+2.4% |
| Participant deferral / active EE | $2,090 | $2,171-3.7% | $4,080-48.8% | $3,356-37.7% |
| Admin fee / account holder | $194 | $283-31.4% | $6,913-97.2% | $115+68.8% |