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.11+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $45,044 |
AGRI-INVEST, LLC7 years Service code 28 · EIN 16-1558455 | Investment Management | $8,079 |
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 | $118,206 | $68,914+71.5% | $136,749-13.6% | $74,304+59.1% |
| Participation rate | 91.8% | 51.3%+40.5pp | 72.1%+19.7pp | 60.3%+31.5pp |
| Annual return | 13.72% | 16.34%-2.6pp | 24.33%-10.6pp | 29.43%-15.7pp |
| Employer contribution / active EE | $3,082 | $1,561+97.4% | $3,400-9.4% | $2,241+37.5% |
| Participant deferral / active EE | $5,488 | $2,541+115.9% | $4,692+17.0% | $3,767+45.7% |
| Admin fee / account holder | $371 | $3,149-88.2% | $11,386-96.7% | $2,969-87.5% |