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.4+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $30,697 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $66,302-100.0% | $110,238-100.0% | $56,287-100.0% |
| Participation rate | 0.0% | 74.9%-74.9pp | 79.8%-79.8pp | 69.9%-69.9pp |
| Annual return | -4.78% | -1.18%-3.6pp | 314.74%-319.5pp | -9.96%+5.2pp |
| Employer contribution / active EE | $2,195 | $2,047+7.2% | $3,826-42.6% | $2,111+4.0% |
| Participant deferral / active EE | $2,634 | $3,381-22.1% | $4,672-43.6% | $3,350-21.4% |
| Admin fee / account holder | $0 | $698-100.0% | $8,547-100.0% | $521-100.0% |