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.7+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $7,263 |
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 | $418,713 | $111,491+275.6% | $189,513+120.9% | $86,799+382.4% |
| Participation rate | 93.2% | 87.3%+5.9pp | 87.8%+5.4pp | 72.3%+21.0pp |
| Annual return | 14.46% | 83.50%-69.0pp | 555.15%-540.7pp | 97.91%-83.4pp |
| Employer contribution / active EE | $6,956 | $3,951+76.0% | $6,162+12.9% | $2,405+189.2% |
| Participant deferral / active EE | $13,597 | $6,437+111.2% | $8,221+65.4% | $4,131+229.1% |
| Admin fee / account holder | $5 | $189-97.2% | $12,045-100.0% | $170-96.9% |