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.9+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $42,296 |
AGRI-INVEST, LLC5 years Service code 28 · EIN 16-1558455 | Investment Management | $6,598 |
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 | $108,418 | $57,651+88.1% | $112,229-3.4% | $71,457+51.7% |
| Participation rate | 96.2% | 58.9%+37.2pp | 72.4%+23.7pp | 67.9%+28.2pp |
| Annual return | 17.08% | 18.32%-1.2pp | 30.20%-13.1pp | 28.85%-11.8pp |
| Employer contribution / active EE | $3,107 | $1,913+62.4% | $3,430-9.4% | $2,588+20.1% |
| Participant deferral / active EE | $5,453 | $2,863+90.5% | $4,798+13.7% | $4,289+27.1% |
| Admin fee / account holder | $360 | $1,581-77.3% | $7,748-95.4% | $1,587-77.3% |