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 | $31,928 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,827 | $54,368+24.8% | $117,039-42.0% | $62,292+8.9% |
| Participation rate | 90.5% | 64.9%+25.6pp | 77.2%+13.3pp | 69.5%+21.0pp |
| Annual return | 17.94% | 21.77%-3.8pp | 18.95%-1.0pp | 28.90%-11.0pp |
| Employer contribution / active EE | $2,487 | $1,692+47.0% | $3,785-34.3% | $2,042+21.8% |
| Participant deferral / active EE | $5,066 | $2,269+123.3% | $3,929+28.9% | $3,169+59.9% |
| Admin fee / account holder | $228 | $493-53.8% | $5,974-96.2% | $479-52.4% |