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.5 years Service code 15 · EIN 91-0675641 | Recordkeeping | $28,918 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,075 | $68,547-45.9% | $120,354-69.2% | $80,856-54.1% |
| Participation rate | 93.3% | 61.6%+31.7pp | 71.9%+21.4pp | 67.6%+25.7pp |
| Annual return | 25.14% | 23.60%+1.5pp | 107.15%-82.0pp | 35.59%-10.5pp |
| Employer contribution / active EE | $4,648 | $2,051+126.6% | $3,463+34.2% | $2,755+68.7% |
| Participant deferral / active EE | $2,454 | $3,173-22.7% | $4,991-50.8% | $4,296-42.9% |
| Admin fee / account holder | $232 | $5,732-96.0% | $9,423-97.5% | $6,918-96.6% |