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.4+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $4,444 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,440 | $73,404-24.5% | $87,100-36.3% | $67,579-18.0% |
| Participation rate | 87.6% | 80.9%+6.7pp | 76.9%+10.7pp | 71.3%+16.3pp |
| Annual return | 2.36% | 48.29%-45.9pp | 28.19%-25.8pp | 378.56%-376.2pp |
| Employer contribution / active EE | $1,298 | $2,014-35.5% | $2,521-48.5% | $2,148-39.5% |
| Participant deferral / active EE | $1,999 | $3,913-48.9% | $4,049-50.6% | $3,539-43.5% |
| Admin fee / account holder | $7 | $142-95.0% | $7,497-99.9% | $142-95.0% |