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.5 years Service code 15 · EIN 91-0675641 | Recordkeeping | $43,574 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,838 | $52,122+16.7% | $104,294-41.7% | $64,808-6.1% |
| Participation rate | 69.5% | 56.0%+13.5pp | 73.3%-3.7pp | 71.5%-1.9pp |
| Annual return | -16.74% | 13.26%-30.0pp | 24.61%-41.3pp | 32.82%-49.6pp |
| Employer contribution / active EE | $1,923 | $1,627+18.2% | $3,372-43.0% | $2,506-23.2% |
| Participant deferral / active EE | $2,484 | $2,823-12.0% | $4,625-46.3% | $4,310-42.4% |
| Admin fee / account holder | $205 | $155+32.5% | $7,339-97.2% | $188+9.1% |