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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.9+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $35,155 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,003 | $62,327+17.1% | $120,354-39.3% | $74,495-2.0% |
| Participation rate | 88.2% | 56.8%+31.4pp | 71.9%+16.3pp | 67.2%+21.0pp |
| Annual return | 13.50% | 18.61%-5.1pp | 107.15%-93.6pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $3,563 | $1,843+93.3% | $3,463+2.9% | $2,623+35.8% |
| Participant deferral / active EE | $4,953 | $2,893+71.2% | $4,991-0.8% | $4,346+14.0% |
| Admin fee / account holder | $193 | $2,396-91.9% | $9,423-97.9% | $1,942-90.0% |