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.8+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $33,732 |
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 | $68,515 | $86,655-20.9% | $119,609-42.7% | $66,914+2.4% |
| Participation rate | 62.9% | 75.6%-12.6pp | 79.3%-16.3pp | 69.8%-6.9pp |
| Annual return | -9.50% | -8.00%-1.5pp | -14.97%+5.5pp | 1.58%-11.1pp |
| Employer contribution / active EE | $1,855 | $2,536-26.8% | $4,232-56.2% | $2,544-27.1% |
| Participant deferral / active EE | $3,081 | $4,358-29.3% | $5,602-45.0% | $4,237-27.3% |
| Admin fee / account holder | $222 | $755-70.5% | $10,323-97.8% | $593-62.5% |