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.2 years Service code 15 · EIN 91-0675641 | Recordkeeping | $30,961 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,722 | $62,327-37.9% | $120,354-67.8% | $74,495-48.0% |
| Participation rate | 91.8% | 56.8%+35.0pp | 71.9%+19.9pp | 67.2%+24.6pp |
| Annual return | 10.57% | 18.61%-8.0pp | 107.15%-96.6pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $2,690 | $1,843+45.9% | $3,463-22.3% | $2,623+2.5% |
| Participant deferral / active EE | $2,420 | $2,893-16.3% | $4,991-51.5% | $4,346-44.3% |
| Admin fee / account holder | $166 | $2,396-93.1% | $9,423-98.2% | $1,942-91.5% |