See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.8+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $29,894 |
AGRI-INVEST, LLC3 years Service code 28 · EIN 16-1558455 | Investment Management | $6,218 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,828 | $62,603-18.8% | $104,294-51.3% | $66,914-24.0% |
| Participation rate | 99.1% | 59.6%+39.5pp | 73.3%+25.8pp | 69.8%+29.3pp |
| Annual return | -16.46% | -14.70%-1.8pp | 24.61%-41.1pp | 1.58%-18.0pp |
| Employer contribution / active EE | $1,939 | $1,972-1.7% | $3,372-42.5% | $2,544-23.8% |
| Participant deferral / active EE | $3,155 | $2,853+10.6% | $4,625-31.8% | $4,237-25.5% |
| Admin fee / account holder | $226 | $656-65.5% | $7,339-96.9% | $593-61.8% |