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.5+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $3,388 |
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 | $24,994 | $58,101-57.0% | $118,925-79.0% | $73,409-66.0% |
| Participation rate | 50.3% | 56.1%-5.8pp | 75.4%-25.1pp | 72.2%-21.9pp |
| Annual return | 16.32% | 20.56%-4.2pp | 35.88%-19.6pp | 59.29%-43.0pp |
| Employer contribution / active EE | $1,049 | $1,445-27.4% | $3,263-67.9% | $2,234-53.0% |
| Participant deferral / active EE | $1,648 | $2,400-31.3% | $4,265-61.4% | $3,805-56.7% |
| Admin fee / account holder | $23 | $138-83.0% | $6,581-99.6% | $158-85.2% |