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 | $30,697 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $86,889 | $71,192+22.0% | $117,854-26.3% | $62,292+39.5% |
| Participation rate | 81.0% | 74.2%+6.8pp | 79.7%+1.4pp | 69.5%+11.5pp |
| Annual return | 18.53% | 18.66%-0.1pp | 335.08%-316.5pp | 28.90%-10.4pp |
| Employer contribution / active EE | $2,957 | $1,934+52.9% | $3,786-21.9% | $2,042+44.8% |
| Participant deferral / active EE | $3,241 | $3,189+1.6% | $4,482-27.7% | $3,169+2.3% |
| Admin fee / account holder | $272 | $587-53.7% | $8,020-96.6% | $479-43.3% |