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 Service code 28 · EIN 91-0189318 3800 AMERICAN BLVD W, SUITE 400 · MINNEAPOLIS, MN 55431 | Investment Management | $154,323 |
Service code 10 · EIN 72-1202445 8550 UNITED PLAZA BLVD., SUITE 1001 · BATON ROUGE, LA 70809 | Accounting | $13,000 |
Filed as: NEEDLES & ASSOCIATES Service code 10 · EIN 51-0435869 350 INTERLOCKEN BLVD SUITE 360 · BROOMFIELD, CO 80021 | Accounting | $8,092 |
Filed as: ROBEIN URANN SPENCER PICARD & CANGE Service code 29 · EIN 72-0999672 2540 SEVERN AVE., SUITE 400 · METAIRIE, LA 70002 | Legal | $5,835 |
Participant contribution per participant 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 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 | $17,172 | $54,392-68.4% | $84,750-79.7% | $63,975-73.2% |
| Participation rate | 83.0% | 76.9%+6.1pp | 76.6%+6.4pp | 71.1%+11.8pp |
| Annual return | 4.91% | 611.38%-606.5pp | 22.78%-17.9pp | 48.65%-43.7pp |
| Employer contribution / active EE | $747 | $2,943-74.6% | $3,574-79.1% | $2,182-65.7% |
| Participant deferral / active EE | $17 | $2,593-99.3% | $3,712-99.5% | $3,356-99.5% |
| Admin fee / account holder | $205 | $136+51.2% | $5,332-96.1% | $70+191.7% |