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.6+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $6,644 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,412 | $185,342-58.2% | $111,297-30.4% | $86,799-10.8% |
| Participation rate | 92.6% | 81.0%+11.6pp | 77.3%+15.3pp | 72.3%+20.3pp |
| Annual return | 19.44% | 500.80%-481.4pp | 54.65%-35.2pp | 97.91%-78.5pp |
| Employer contribution / active EE | $1,491 | $2,246-33.6% | $2,731-45.4% | $2,405-38.0% |
| Participant deferral / active EE | $2,502 | $4,458-43.9% | $4,487-44.3% | $4,131-39.4% |
| Admin fee / account holder | $12 | $255-95.2% | $7,964-99.8% | $170-92.7% |