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 | $28,928 |
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 | $94,825 | $59,328+59.8% | $118,925-20.3% | $73,488+29.0% |
| Participation rate | 75.6% | 62.3%+13.3pp | 75.4%+0.2pp | 70.7%+4.9pp |
| Annual return | 24.79% | 19.13%+5.7pp | 35.88%-11.1pp | 28.51%-3.7pp |
| Employer contribution / active EE | $1,919 | $1,803+6.4% | $3,263-41.2% | $2,270-15.5% |
| Participant deferral / active EE | $3,735 | $2,604+43.4% | $4,265-12.4% | $3,740-0.1% |
| Admin fee / account holder | $326 | $600-45.7% | $6,581-95.1% | $513-36.5% |