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.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $6,444 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,637 | $65,118-10.0% | $76,768-23.6% | $55,725+5.2% |
| Participation rate | 89.0% | 79.6%+9.4pp | 77.0%+12.0pp | 70.9%+18.1pp |
| Annual return | 9.01% | -1.27%+10.3pp | 2.43%+6.6pp | 244.93%-235.9pp |
| Employer contribution / active EE | $1,297 | $1,941-33.2% | $2,485-47.8% | $2,078-37.6% |
| Participant deferral / active EE | $2,151 | $3,688-41.7% | $3,852-44.2% | $3,356-35.9% |
| Admin fee / account holder | $16 | $116-86.0% | $6,675-99.8% | $115-85.9% |