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.7+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $4,453 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,589 | $72,254-5.1% | $86,677-20.9% | $64,808+5.8% |
| Participation rate | 86.6% | 80.4%+6.2pp | 76.6%+10.0pp | 71.5%+15.1pp |
| Annual return | -13.96% | 392.42%-406.4pp | 35.91%-49.9pp | 32.82%-46.8pp |
| Employer contribution / active EE | $1,549 | $2,393-35.3% | $2,836-45.4% | $2,506-38.2% |
| Participant deferral / active EE | $2,635 | $4,658-43.4% | $4,656-43.4% | $4,310-38.9% |
| Admin fee / account holder | $8 | $174-95.3% | $7,493-99.9% | $188-95.6% |