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.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $42,664 |
AGRI-INVEST, LLC6 years Service code 28 · EIN 16-1558455 | Investment Management | $7,484 |
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 | $106,897 | $62,327+71.5% | $120,354-11.2% | $74,495+43.5% |
| Participation rate | 92.2% | 56.8%+35.4pp | 71.9%+20.3pp | 67.2%+25.0pp |
| Annual return | 12.14% | 18.61%-6.5pp | 107.15%-95.0pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $3,034 | $1,843+64.6% | $3,463-12.4% | $2,623+15.7% |
| Participant deferral / active EE | $5,276 | $2,893+82.4% | $4,991+5.7% | $4,346+21.4% |
| Admin fee / account holder | $332 | $2,396-86.1% | $9,423-96.5% | $1,942-82.9% |