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.4+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $4,003 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $22,363 | $124,414-82.0% | $115,157-80.6% | $67,579-66.9% |
| Participation rate | 51.5% | 58.1%-6.5pp | 75.9%-24.4pp | 71.3%-19.8pp |
| Annual return | 17.41% | 29.40%-12.0pp | 35.60%-18.2pp | 378.56%-361.1pp |
| Employer contribution / active EE | $1,008 | $1,454-30.7% | $3,179-68.3% | $2,148-53.1% |
| Participant deferral / active EE | $1,417 | $2,331-39.2% | $4,168-66.0% | $3,539-60.0% |
| Admin fee / account holder | $29 | $361-91.9% | $7,088-99.6% | $142-79.4% |