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 9-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.5 years Filed as: MILLIMAN SOLUTIONS LLC Service code 13 · EIN 91-0675641 | Contract Administrator | $2,759,310 |
SEIU 775 BENEFITS GROUP5 years Service code 14 · EIN 85-2581812 | Plan Administrator | $1,171,400 |
PROPEL INSURANCE9+ years Service code 22 · EIN 91-0830024 | Insurance Broker | $131,348 |
MILLER KAPLAN ARASE LLP2 years Service code 10 · EIN 95-2036255 | Accounting | $49,651 |
CLARK NUBER3 years Filed as: CLARK NUBER PS Service code 10 · EIN 91-1194016 | Accounting | $45,687 |
QUALTRICS, LLC5 years Service code 49 · EIN 45-4964116 | Other Services | $44,253 |
RBC WEALTH MANAGEMENT8 years Service code 27 · EIN 20-0563684 | Advisory (Plan) | $39,500 |
Filed as: BARLOW & COUGHRAN, P.S. Service code 29 · EIN 91-0889948 | Legal | $36,300 |
SEIU HEALTHCARE 775NW6 years Service code 38 · EIN 81-0588837 | Participant Communication | $30,045 |
Service code 38 · EIN 36-3991375 | Participant Communication | $28,807 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,733 | $171,977-96.7% | $200,582-97.1% | $140,769-95.9% |
| Participation rate | 96.2% | 93.2%+3.0pp | 86.9%+9.4pp | 74.2%+22.1pp |
| Annual return | 14.02% | 19.20%-5.2pp | 42.33%-28.3pp | 16.82%-2.8pp |
| Employer contribution / active EE | $1,060 | $6,031-82.4% | $6,419-83.5% | $3,906-72.9% |
| Participant deferral / active EE | $0 | $9,366-100.0% | $9,331-100.0% | $6,717-100.0% |
| Admin fee / account holder | $51 | $68-25.0% | $16,305-99.7% | $229-77.8% |