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.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $4,898 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $1,900,007 | $107,440+1668.4% | $105,738+1696.9% | $55,725+3309.6% |
| Participation rate | 0.0% | 55.5%-55.5pp | 76.3%-76.3pp | 70.9%-70.9pp |
| Annual return | -4.19% | -0.59%-3.6pp | 6.27%-10.5pp | 244.93%-249.1pp |
| Employer contribution / active EE | $735 | $1,448-49.2% | $3,268-77.5% | $2,078-64.6% |
| Participant deferral / active EE | $1,042 | $2,171-52.0% | $4,080-74.5% | $3,356-69.0% |
| Admin fee / account holder | $3,267 | $283+1052.7% | $6,913-52.7% | $115+2736.0% |