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.5+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $3,736 |
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 | $58,593 | $79,519-26.3% | $95,952-38.9% | $73,409-20.2% |
| Participation rate | 89.2% | 81.2%+8.0pp | 77.1%+12.1pp | 72.2%+17.0pp |
| Annual return | 7.82% | 19.20%-11.4pp | 91.61%-83.8pp | 59.29%-51.5pp |
| Employer contribution / active EE | $1,265 | $2,048-38.2% | $2,541-50.2% | $2,234-43.4% |
| Participant deferral / active EE | $2,009 | $4,138-51.5% | $4,167-51.8% | $3,805-47.2% |
| Admin fee / account holder | $6 | $184-96.7% | $6,795-99.9% | $158-96.2% |