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.7+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $33,659 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,332 | $62,603-3.6% | $104,294-42.2% | $66,914-9.8% |
| Participation rate | 88.3% | 59.6%+28.7pp | 73.3%+15.1pp | 69.8%+18.5pp |
| Annual return | -11.69% | -14.70%+3.0pp | 24.61%-36.3pp | 1.58%-13.3pp |
| Employer contribution / active EE | $2,994 | $1,972+51.9% | $3,372-11.2% | $2,544+17.7% |
| Participant deferral / active EE | $4,660 | $2,853+63.4% | $4,625+0.8% | $4,237+10.0% |
| Admin fee / account holder | $199 | $656-69.7% | $7,339-97.3% | $593-66.5% |