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.9+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $4,303 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,304 | $88,890-5.2% | $102,423-17.7% | $77,643+8.6% |
| Participation rate | 86.4% | 80.9%+5.5pp | 76.5%+9.9pp | 70.6%+15.8pp |
| Annual return | 22.30% | 24.98%-2.7pp | 29.32%-7.0pp | 31.24%-8.9pp |
| Employer contribution / active EE | $1,527 | $2,698-43.4% | $3,023-49.5% | $2,726-44.0% |
| Participant deferral / active EE | $2,451 | $5,145-52.4% | $5,053-51.5% | $4,647-47.3% |
| Admin fee / account holder | $30 | $235-87.4% | $9,451-99.7% | $430-93.1% |