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.7+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $42,611 |
AGRI-INVEST, LLC3 years Service code 28 · EIN 16-1558455 | Investment Management | $7,629 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $123,709 | $65,862+87.8% | $124,672-0.8% | $79,386+55.8% |
| Participation rate | 93.6% | 62.2%+31.4pp | 74.6%+19.0pp | 70.7%+22.9pp |
| Annual return | 14.39% | 19.02%-4.6pp | 5142.93%-5128.5pp | 116.85%-102.5pp |
| Employer contribution / active EE | $2,808 | $1,883+49.1% | $3,324-15.5% | $2,427+15.7% |
| Participant deferral / active EE | $5,149 | $2,772+85.7% | $4,614+11.6% | $4,046+27.3% |
| Admin fee / account holder | $372 | $673-44.6% | $7,493-95.0% | $626-40.5% |