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 28 · EIN 91-0189318 3800 AMERICAN BLVD W, SUITE 400 · MINNEAPOLIS, MN 55431 | Investment Management | $126,279 |
Filed as: DUPLANTIER, HRAPMANN, HOGAN & MAHER Service code 10 · EIN 72-0567396 1615 POYDRAS STREET, SUITE 2100 · NEW ORLEANS, LA 70112 | Accounting | $25,435 |
POSTLETHWAITE & NETTERVILLE2 years Service code 10 · EIN 72-1202445 8550 UNITED PLAZA BLVD., SUITE 1001 · BATON ROUGE, LA 70809 | Accounting | $8,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $9,491 | $221,442-95.7% | $92,233-89.7% | $77,958-87.8% |
| Participation rate | 62.9% | 79.6%-16.7pp | 76.5%-13.6pp | 71.6%-8.7pp |
| Annual return | 8.76% | 15.65%-6.9pp | 176.28%-167.5pp | 20.87%-12.1pp |
| Employer contribution / active EE | $598 | $3,226-81.5% | $3,679-83.7% | $2,310-74.1% |
| Participant deferral / active EE | $6 | $2,779-99.8% | $3,897-99.9% | $3,537-99.8% |
| Admin fee / account holder | $93 | $210-55.4% | $5,194-98.2% | $97-4.0% |