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.1 year Filed as: MILLIMAN INC Service code 15 · EIN 91-0675641 | Recordkeeping | $4,762 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $1,175 |
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 | $378,436 | $100,227+277.6% | $169,993+122.6% | $74,419+408.5% |
| Participation rate | 98.7% | 87.3%+11.4pp | 87.0%+11.7pp | 70.7%+28.0pp |
| Annual return | 14.94% | 66.08%-51.1pp | 53.37%-38.4pp | 34.38%-19.4pp |
| Employer contribution / active EE | $6,722 | $4,263+57.7% | $6,785-0.9% | $2,637+154.9% |
| Participant deferral / active EE | $14,592 | $7,143+104.3% | $10,408+40.2% | $4,528+222.2% |
| Admin fee / account holder | $10 | $234-95.9% | $12,815-99.9% | $348-97.2% |