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.5+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $29,436 |
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 | $55,460 | $59,328-6.5% | $118,925-53.4% | $73,488-24.5% |
| Participation rate | 83.7% | 62.3%+21.4pp | 75.4%+8.3pp | 70.7%+13.0pp |
| Annual return | 8.23% | 19.13%-10.9pp | 35.88%-27.6pp | 28.51%-20.3pp |
| Employer contribution / active EE | $2,715 | $1,803+50.5% | $3,263-16.8% | $2,270+19.6% |
| Participant deferral / active EE | $3,991 | $2,604+53.3% | $4,265-6.4% | $3,740+6.7% |
| Admin fee / account holder | $163 | $600-72.8% | $6,581-97.5% | $513-68.2% |