See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $47,292 |
Annual investment return 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 | $71,366 | $89,436-20.2% | $164,813-56.7% | $77,643-8.1% |
| Participation rate | 82.4% | 78.6%+3.8pp | 78.6%+3.8pp | 70.6%+11.9pp |
| Annual return | 11.64% | 28.83%-17.2pp | 69.93%-58.3pp | 31.24%-19.6pp |
| Employer contribution / active EE | $4,434 | $2,569+72.6% | $4,341+2.1% | $2,726+62.7% |
| Participant deferral / active EE | $3,472 | $4,897-29.1% | $6,031-42.4% | $4,647-25.3% |
| Admin fee / account holder | $125 | $339-63.2% | $12,690-99.0% | $430-71.0% |