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.4 years Service code 15 · EIN 91-0675641 | Recordkeeping | $26,910 |
Annual investment return 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 | $32,964 | $61,605-46.5% | $112,229-70.6% | $75,163-56.1% |
| Participation rate | 92.4% | 61.7%+30.7pp | 72.4%+20.0pp | 67.2%+25.2pp |
| Annual return | 10.14% | 28.47%-18.3pp | 30.20%-20.1pp | 160.62%-150.5pp |
| Employer contribution / active EE | $2,417 | $2,015+19.9% | $3,430-29.5% | $2,670-9.5% |
| Participant deferral / active EE | $2,203 | $3,108-29.1% | $4,798-54.1% | $4,125-46.6% |
| Admin fee / account holder | $222 | $4,862-95.4% | $7,748-97.1% | $5,651-96.1% |