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.3 years Service code 15 · EIN 91-0675641 | Recordkeeping | $31,976 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,946 | $56,357-38.0% | $104,294-66.5% | $68,494-49.0% |
| Participation rate | 89.6% | 63.3%+26.4pp | 73.3%+16.3pp | 67.9%+21.7pp |
| Annual return | -15.98% | -9.19%-6.8pp | 24.61%-40.6pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,772 | $1,960+41.4% | $3,372-17.8% | $2,596+6.8% |
| Participant deferral / active EE | $2,073 | $3,077-32.6% | $4,625-55.2% | $4,027-48.5% |
| Admin fee / account holder | $274 | $4,903-94.4% | $7,339-96.3% | $5,403-94.9% |