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.6+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $28,680 |
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 | $83,064 | $81,474+2.0% | $133,956-38.0% | $73,488+13.0% |
| Participation rate | 68.9% | 76.4%-7.4pp | 79.8%-10.9pp | 70.7%-1.8pp |
| Annual return | 13.59% | 19.40%-5.8pp | 45.09%-31.5pp | 28.51%-14.9pp |
| Employer contribution / active EE | $1,635 | $2,209-26.0% | $3,919-58.3% | $2,270-28.0% |
| Participant deferral / active EE | $2,674 | $3,786-29.4% | $5,048-47.0% | $3,740-28.5% |
| Admin fee / account holder | $202 | $713-71.7% | $8,927-97.7% | $513-60.7% |