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 10-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 Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $8,298 |
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.
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 | $313,165 | $81,537+284.1% | $149,718+109.2% | $69,631+349.7% |
| Participation rate | 93.7% | 86.1%+7.5pp | 87.1%+6.6pp | 70.7%+23.0pp |
| Annual return | 16.80% | 22.79%-6.0pp | 1501.63%-1484.8pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $10,277 | $3,239+217.3% | $5,445+88.8% | $2,032+405.7% |
| Participant deferral / active EE | $12,064 | $4,994+141.6% | $6,569+83.7% | $3,224+274.2% |
| Admin fee / account holder | $5 | $107-95.5% | $11,283-100.0% | $110-95.6% |