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.4 years Service code 15 · EIN 91-0675641 | Recordkeeping | $29,978 |
AGRI-INVEST, LLC2 years Service code 28 · EIN 16-1558455 | Investment Management | $5,765 |
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 | $92,352 | $57,651+60.2% | $112,229-17.7% | $71,457+29.2% |
| Participation rate | 75.2% | 58.9%+16.3pp | 72.4%+2.8pp | 67.9%+7.3pp |
| Annual return | 14.61% | 18.32%-3.7pp | 30.20%-15.6pp | 28.85%-14.2pp |
| Employer contribution / active EE | $2,615 | $1,913+36.7% | $3,430-23.8% | $2,588+1.1% |
| Participant deferral / active EE | $4,864 | $2,863+69.9% | $4,798+1.4% | $4,289+13.4% |
| Admin fee / account holder | $375 | $1,581-76.3% | $7,748-95.2% | $1,587-76.4% |