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.3 years Service code 15 · EIN 91-0675641 | Recordkeeping | $41,664 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $61,005 | $58,101+5.0% | $118,925-48.7% | $73,409-16.9% |
| Participation rate | 80.9% | 56.1%+24.8pp | 75.4%+5.5pp | 72.2%+8.7pp |
| Annual return | 11.09% | 20.56%-9.5pp | 35.88%-24.8pp | 59.29%-48.2pp |
| Employer contribution / active EE | $1,721 | $1,445+19.1% | $3,263-47.2% | $2,234-22.9% |
| Participant deferral / active EE | $2,099 | $2,400-12.5% | $4,265-50.8% | $3,805-44.8% |
| Admin fee / account holder | $167 | $138+21.0% | $6,581-97.5% | $158+5.8% |