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.7+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $6,016 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $21,680 | $52,122-58.4% | $104,294-79.2% | $64,808-66.5% |
| Participation rate | 50.2% | 56.0%-5.8pp | 73.3%-23.1pp | 71.5%-21.3pp |
| Annual return | -14.05% | 13.26%-27.3pp | 24.61%-38.7pp | 32.82%-46.9pp |
| Employer contribution / active EE | $1,125 | $1,627-30.9% | $3,372-66.6% | $2,506-55.1% |
| Participant deferral / active EE | $1,668 | $2,823-40.9% | $4,625-63.9% | $4,310-61.3% |
| Admin fee / account holder | $40 | $155-74.3% | $7,339-99.5% | $188-78.8% |