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.2 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $16,167 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,787 | $66,124-73.1% | $90,404-80.3% | $73,488-75.8% |
| Participation rate | 86.5% | 69.7%+16.8pp | 72.7%+13.8pp | 70.7%+15.8pp |
| Annual return | 2.49% | 17.65%-15.2pp | 1293.02%-1290.5pp | 28.51%-26.0pp |
| Employer contribution / active EE | $2,404 | $2,346+2.5% | $3,262-26.3% | $2,270+5.9% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $57 | $396-85.7% | $5,611-99.0% | $513-88.9% |