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.6+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $7,141 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $378,531 | $111,608+239.2% | $177,821+112.9% | $73,409+415.6% |
| Participation rate | 93.8% | 87.9%+5.9pp | 87.7%+6.0pp | 72.2%+21.6pp |
| Annual return | 11.27% | 18.23%-7.0pp | 48.32%-37.1pp | 59.29%-48.0pp |
| Employer contribution / active EE | $9,648 | $3,796+154.2% | $5,918+63.0% | $2,234+331.9% |
| Participant deferral / active EE | $13,050 | $6,199+110.5% | $7,714+69.2% | $3,805+242.9% |
| Admin fee / account holder | $5 | $166-97.2% | $12,427-100.0% | $158-97.1% |