See peer percentile detail with Solo.
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.
See the 9-year trajectory with Solo.
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 | $5,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,489 | $72,994-73.3% | $120,354-83.8% | $77,643-74.9% |
| Participation rate | 40.4% | 55.2%-14.8pp | 71.9%-31.5pp | 70.6%-30.2pp |
| Annual return | 12.28% | 18.23%-5.9pp | 107.15%-94.9pp | 31.24%-19.0pp |
| Employer contribution / active EE | $1,086 | $1,793-39.5% | $3,463-68.6% | $2,726-60.2% |
| Participant deferral / active EE | $1,547 | $3,011-48.6% | $4,991-69.0% | $4,647-66.7% |
| Admin fee / account holder | $23 | $658-96.6% | $9,423-99.8% | $430-94.7% |