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.6+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $33,977 |
AGRI-INVEST, LLC2 years Service code 28 · EIN 16-1558455 | Investment Management | $6,247 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,917 | $59,328+71.8% | $118,925-14.3% | $73,488+38.7% |
| Participation rate | 93.3% | 62.3%+31.0pp | 75.4%+18.0pp | 70.7%+22.7pp |
| Annual return | 20.55% | 19.13%+1.4pp | 35.88%-15.3pp | 28.51%-8.0pp |
| Employer contribution / active EE | $2,563 | $1,803+42.1% | $3,263-21.4% | $2,270+12.9% |
| Participant deferral / active EE | $4,699 | $2,604+80.4% | $4,265+10.2% | $3,740+25.7% |
| Admin fee / account holder | $278 | $600-53.7% | $6,581-95.8% | $513-45.8% |