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.8+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $41,867 |
AGRI-INVEST, LLC4 years Service code 28 · EIN 16-1558455 | Investment Management | $6,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,651 | $62,603+54.4% | $104,294-7.3% | $66,914+44.4% |
| Participation rate | 98.1% | 59.6%+38.5pp | 73.3%+24.8pp | 69.8%+28.3pp |
| Annual return | -17.89% | -14.70%-3.2pp | 24.61%-42.5pp | 1.58%-19.5pp |
| Employer contribution / active EE | $3,010 | $1,972+52.7% | $3,372-10.7% | $2,544+18.3% |
| Participant deferral / active EE | $5,422 | $2,853+90.1% | $4,625+17.2% | $4,237+28.0% |
| Admin fee / account holder | $344 | $656-47.5% | $7,339-95.3% | $593-42.0% |