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.9+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $33,988 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,683 | $91,372-21.5% | $129,995-44.9% | $74,419-3.7% |
| Participation rate | 79.5% | 77.8%+1.7pp | 78.5%+1.0pp | 70.7%+8.8pp |
| Annual return | 183.94% | 23.21%+160.7pp | -137.18%+321.1pp | 34.38%+149.6pp |
| Employer contribution / active EE | $1,198 | $2,563-53.3% | $4,320-72.3% | $2,637-54.6% |
| Participant deferral / active EE | $1,854 | $4,721-60.7% | $5,820-68.1% | $4,528-59.1% |
| Admin fee / account holder | $88 | $283-69.1% | $10,614-99.2% | $348-74.8% |