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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.7 years Service code 15 · EIN 91-0675641 | Recordkeeping | $43,207 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,214 | $72,994+11.3% | $120,354-32.5% | $77,643+4.6% |
| Participation rate | 59.8% | 55.2%+4.6pp | 71.9%-12.1pp | 70.6%-10.7pp |
| Annual return | 24.24% | 18.23%+6.0pp | 107.15%-82.9pp | 31.24%-7.0pp |
| Employer contribution / active EE | $1,785 | $1,793-0.4% | $3,463-48.4% | $2,726-34.5% |
| Participant deferral / active EE | $2,384 | $3,011-20.8% | $4,991-52.2% | $4,647-48.7% |
| Admin fee / account holder | $198 | $658-69.9% | $9,423-97.9% | $430-54.0% |