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 | $45,960 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,341,674 | $124,414+13838.6% | $115,157+14959.1% | $67,579+25561.4% |
| Participation rate | 0.0% | 58.1%-58.1pp | 75.9%-75.9pp | 71.3%-71.3pp |
| Annual return | 3.64% | 29.40%-25.8pp | 35.60%-32.0pp | 378.56%-374.9pp |
| Employer contribution / active EE | $1,611 | $1,454+10.8% | $3,179-49.3% | $2,148-25.0% |
| Participant deferral / active EE | $1,968 | $2,331-15.5% | $4,168-52.8% | $3,539-44.4% |
| Admin fee / account holder | $52,849 | $361+14522.3% | $7,088+645.6% | $142+37042.5% |