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.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $31,856 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,912 | $54,368-4.5% | $117,039-55.6% | $62,292-16.7% |
| Participation rate | 98.0% | 64.9%+33.1pp | 77.2%+20.9pp | 69.5%+28.5pp |
| Annual return | 12.83% | 21.77%-8.9pp | 18.95%-6.1pp | 28.90%-16.1pp |
| Employer contribution / active EE | $2,658 | $1,692+57.1% | $3,785-29.8% | $2,042+30.1% |
| Participant deferral / active EE | $3,831 | $2,269+68.8% | $3,929-2.5% | $3,169+20.9% |
| Admin fee / account holder | $187 | $493-62.1% | $5,974-96.9% | $479-61.0% |