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 | $29,743 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,869 | $54,045-15.1% | $115,157-60.2% | $65,185-29.6% |
| Participation rate | 93.5% | 63.5%+29.9pp | 75.9%+17.6pp | 70.2%+23.3pp |
| Annual return | 4.85% | 26.55%-21.7pp | 35.60%-30.8pp | 29.38%-24.5pp |
| Employer contribution / active EE | $3,026 | $1,653+83.1% | $3,179-4.8% | $2,177+39.0% |
| Participant deferral / active EE | $4,365 | $2,504+74.3% | $4,168+4.7% | $3,514+24.2% |
| Admin fee / account holder | $152 | $626-75.8% | $7,088-97.9% | $847-82.1% |