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.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $25,334 |
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 | $39,522 | $64,324-38.6% | $118,925-66.8% | $79,858-50.5% |
| Participation rate | 90.3% | 64.9%+25.5pp | 75.4%+14.9pp | 69.6%+20.7pp |
| Annual return | 12.28% | 86.45%-74.2pp | 35.88%-23.6pp | 31.71%-19.4pp |
| Employer contribution / active EE | $2,607 | $1,836+42.0% | $3,263-20.1% | $2,471+5.5% |
| Participant deferral / active EE | $1,723 | $2,824-39.0% | $4,265-59.6% | $3,740-53.9% |
| Admin fee / account holder | $226 | $4,040-94.4% | $6,581-96.6% | $5,306-95.7% |