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.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $31,304 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,757 | $65,557-33.3% | $105,738-58.6% | $56,287-22.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 76.3%+23.7pp | 69.9%+30.1pp |
| Annual return | 9.29% | -1.32%+10.6pp | 6.27%+3.0pp | -9.96%+19.2pp |
| Employer contribution / active EE | $3,492 | $1,788+95.3% | $3,268+6.9% | $2,111+65.4% |
| Participant deferral / active EE | $4,828 | $2,418+99.7% | $4,080+18.3% | $3,350+44.1% |
| Admin fee / account holder | $155 | $561-72.4% | $6,913-97.8% | $521-70.3% |