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.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $128,386 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS INC. Service code 17 · EIN 43-1685158 | Pension Consulting | $27,526 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $63,186 | $69,305-8.8% | $82,313-23.2% | $69,631-9.3% |
| Participation rate | 97.1% | 80.3%+16.8pp | 76.9%+20.2pp | 70.7%+26.4pp |
| Annual return | 31.55% | 21.47%+10.1pp | 25.88%+5.7pp | 27571.02%-27539.5pp |
| Employer contribution / active EE | $1,784 | $1,887-5.4% | $2,428-26.5% | $2,032-12.2% |
| Participant deferral / active EE | $3,065 | $3,568-14.1% | $3,706-17.3% | $3,224-4.9% |
| Admin fee / account holder | $1,248 | $97+1183.9% | $5,608-77.8% | $110+1029.8% |