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 9-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.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $4,544 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,258 | $46,761-41.7% | $106,619-74.4% | $57,658-52.7% |
| Participation rate | 45.7% | 56.9%-11.1pp | 78.0%-32.3pp | 70.2%-24.5pp |
| Annual return | 6.08% | 15.77%-9.7pp | 9.42%-3.3pp | 5.13%+0.9pp |
| Employer contribution / active EE | $755 | $1,274-40.7% | $3,947-80.9% | $1,974-61.7% |
| Participant deferral / active EE | $1,207 | $1,954-38.3% | $3,930-69.3% | $3,061-60.6% |
| Admin fee / account holder | $38 | $97-60.3% | $6,418-99.4% | $95-59.4% |