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.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $40,609 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,662 | $62,327+53.5% | $120,354-20.5% | $74,495+28.4% |
| Participation rate | 76.8% | 56.8%+20.0pp | 71.9%+4.9pp | 67.2%+9.6pp |
| Annual return | 85.98% | 18.61%+67.4pp | 107.15%-21.2pp | 1364.94%-1279.0pp |
| Employer contribution / active EE | $2,893 | $1,843+56.9% | $3,463-16.5% | $2,623+10.3% |
| Participant deferral / active EE | $5,605 | $2,893+93.7% | $4,991+12.3% | $4,346+29.0% |
| Admin fee / account holder | $268 | $2,396-88.8% | $9,423-97.2% | $1,942-86.2% |