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.11+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $32,545 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,093 | $68,914-23.0% | $136,749-61.2% | $74,304-28.5% |
| Participation rate | 96.3% | 51.3%+45.0pp | 72.1%+24.2pp | 60.3%+35.9pp |
| Annual return | 14.14% | 16.34%-2.2pp | 24.33%-10.2pp | 29.43%-15.3pp |
| Employer contribution / active EE | $1,317 | $1,561-15.6% | $3,400-61.3% | $2,241-41.2% |
| Participant deferral / active EE | $4,080 | $2,541+60.6% | $4,692-13.0% | $3,767+8.3% |
| Admin fee / account holder | $169 | $3,149-94.6% | $11,386-98.5% | $2,969-94.3% |