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.8+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $1,379 |
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 | $349,103 | $86,897+301.7% | $151,611+130.3% | $64,808+438.7% |
| Participation rate | 93.3% | 87.3%+6.0pp | 87.5%+5.8pp | 71.5%+21.8pp |
| Annual return | -13.62% | -3.57%-10.1pp | 3.33%-17.0pp | 32.82%-46.4pp |
| Employer contribution / active EE | $9,080 | $4,010+126.4% | $6,166+47.3% | $2,506+262.3% |
| Participant deferral / active EE | $14,145 | $6,690+111.4% | $8,363+69.1% | $4,310+228.2% |
| Admin fee / account holder | $1 | $153-99.4% | $11,616-100.0% | $188-99.5% |