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 | $28,357 |
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 | $73,714 | $86,332-14.6% | $125,175-41.1% | $65,185+13.1% |
| Participation rate | 71.8% | 75.3%-3.6pp | 79.8%-8.0pp | 70.2%+1.6pp |
| Annual return | 24.41% | 27.43%-3.0pp | 43.79%-19.4pp | 29.38%-5.0pp |
| Employer contribution / active EE | $1,845 | $2,040-9.5% | $3,865-52.3% | $2,177-15.2% |
| Participant deferral / active EE | $2,382 | $3,537-32.7% | $4,937-51.8% | $3,514-32.2% |
| Admin fee / account holder | $211 | $609-65.3% | $9,702-97.8% | $847-75.1% |